Makor Management LLC 401(k) Plan
Makor Management LLC, Needham MA. Employer ID 872073026, plan number 001. Annual reports on file for 2023 to 2025.
Where the money went
Plans that moved money into this one:
- 2023: money from Chartwell Management, LLC 401(k) Plan moved in.
- Filed 2023-2025Makor Management LLC 401(k) Plan, Makor Management LLC
- 2024Assets transferred to Abo 401(k) Plan
- TodayAbo 401(k) Plan still files. Transamerica Financial Life Ins Co. keeps the records. That is where to ask.
Records are kept by Transamerica Financial Life Ins Co., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2025: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2025: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2025: Assets were transferred out, but no filing from the receiving plan matched.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.