What public Form 5500 filings show about the Chase Petroleum Services & Supply, LLC. 401(k) plan — and how to find and check your own account.
Chase Petroleum Services & Supply, LLC. (EIN 20-4072723) reports THE CHASE GROUP 401(K) PLAN on its most recent Form 5500, with $26.6M in plan assets across 180 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 Chase Petroleum Services & Supply, LLC. 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 Chase Petroleum Services & Supply, LLC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER BENEFIT SERVICES.
