CASEY LUNDREGAN BURNS, P.C. 401(k) Plan
What public Form 5500 filings show about the CASEY LUNDREGAN BURNS, P.C. 401(k) plan — and how to find and check your own account.
The CASEY LUNDREGAN BURNS, P.C. 401(k) on its latest Form 5500
CASEY LUNDREGAN BURNS, P.C. (EIN 26-3742845) reports CASEY LUNDREGAN BURNS, P.C. 401(K) PROFIT SHARING PLAN AND T on its most recent Form 5500, with $477K in plan assets across 10 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 CASEY LUNDREGAN BURNS, P.C. filing — schedules, fees, and providers.
Who runs the CASEY LUNDREGAN BURNS, P.C. 401(k)?
CASEY LUNDREGAN BURNS, P.C.’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 CASEY LUNDREGAN BURNS, P.C.HR for the recordkeeper’s name and login.
How to check your CASEY LUNDREGAN BURNS, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CASEY LUNDREGAN BURNS, P.C. 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).