What public Form 5500 filings show about the Thornburg Investment Management, Incorporated 401(k) plan — and how to find and check your own account.
Thornburg Investment Management, Incorporated (EIN 85-0301299) reports THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN on its most recent Form 5500, with $156.4M in plan assets across 221 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 Thornburg Investment Management, Incorporated filing — schedules, fees, and providers.
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 Thornburg Investment Management, Incorporated 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, CIGNA HEALTH AND LIFE INS CO.
