What public Form 5500 filings show about the Umphrey's McGee Inc. 401(k) plan — and how to find and check your own account.
Umphrey's McGee Inc. (EIN 36-4477521) reports UMPHREY'S MCGEE 401(K) PLAN on its most recent Form 5500, with $2.9M in plan assets across 14 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 Umphrey's McGee Inc. filing — schedules, fees, and providers.
Umphrey's McGee Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Umphrey's McGee Inc.HR for the recordkeeper’s name and login.