Windels MARX Lane & Mittendorf, LLP 401(k) Plan

The Windels MARX Lane & Mittendorf, LLP 401(k) on its latest Form 5500

Windels MARX Lane & Mittendorf, LLP (EIN 13-2773235) reports WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $69.2M in plan assets across 219 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 Windels MARX Lane & Mittendorf, LLP filing — schedules, fees, and providers.

Who runs the Windels MARX Lane & Mittendorf, LLP 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Windels MARX Lane & Mittendorf, LLP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT CAPITAL GROUP.

How to check your Windels MARX Lane & Mittendorf, LLP 401(k)

• Log in to T. Rowe Price’s participant portal (the site on your statements).
• Ask Windels MARX Lane & Mittendorf, LLP 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).