C. NICHOLAS LAVERY P.A. 401(k) Plan
What public Form 5500 filings show about the C. NICHOLAS LAVERY P.A. 401(k) plan — and how to find and check your own account.
The C. NICHOLAS LAVERY P.A. 401(k) on its latest Form 5500
C. NICHOLAS LAVERY P.A. (EIN 83-2440055) reports C. NICHOLAS LAVERY P.A. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $825K in plan assets across 5 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 C. NICHOLAS LAVERY P.A. filing — schedules, fees, and providers.
Who runs the C. NICHOLAS LAVERY P.A. 401(k)?
C. NICHOLAS LAVERY P.A.’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 C. NICHOLAS LAVERY P.A.HR for the recordkeeper’s name and login.
How to check your C. NICHOLAS LAVERY P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask C. NICHOLAS LAVERY P.A. 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).