What public Form 5500 filings show about the Bob Lucido Team, LLC 401(k) plan — and how to find and check your own account.
Bob Lucido Team, LLC (EIN 26-2212452) reports BOB LUCIDO TEAM, LLC 401(K) PLAN on its most recent Form 5500, with $117K in plan assets across 30 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 Bob Lucido Team, LLC filing — schedules, fees, and providers.
Bob Lucido Team, LLC’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 Bob Lucido Team, LLCHR for the recordkeeper’s name and login.