What public Form 5500 filings show about the Beachfleischman PLLC 401(k) plan — and how to find and check your own account.
Beachfleischman PLLC (EIN 86-0683059) reports BEACHFLEISCHMAN, PLLC 401(K) PLAN on its most recent Form 5500, with $51.6M 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 Beachfleischman PLLC 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Beachfleischman PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE CO, PINNACLE PENSION SERVICES, MERRILL LYNCH.
