What public Form 5500 filings show about the Bob Maxey Lincoln, Inc. 401(k) plan — and how to find and check your own account.
Bob Maxey Lincoln, Inc. (EIN 38-1807015) reports BOB MAXEY LINCOLN MERCURY 401K PLAN & TRUST on its most recent Form 5500, with $11.6M in plan assets across 202 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 Maxey Lincoln, Inc. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bob Maxey Lincoln, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KINGSVIEW WEALTH MANAGEMENT, PLANTE & MORAN PLC, EDWARD D JONES &.
