THE MATHWORKS, INC. 401(k) Plan
What public Form 5500 filings show about the THE MATHWORKS, INC. 401(k) plan — and how to find and check your own account.
The THE MATHWORKS, INC. 401(k) on its latest Form 5500
THE MATHWORKS, INC. (EIN 94-2960235) reports THE MATHWORKS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $1.8B in plan assets across 3,799 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full THE MATHWORKS, INC. filing — schedules, fees, and providers.
Who runs the THE MATHWORKS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE MATHWORKS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HERITAGE FINANCIAL SERVICES, CREATIVE PLANNING, BDO SEIDMAN LLP, FINANCIAL FINESSE, SIGNATURE ESTATE & INVESTMENT, FISHER INVESTMENTS.
How to check your THE MATHWORKS, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask THE MATHWORKS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).