What public Form 5500 filings show about the Coughlin Porter Lundeen 401(k) plan — and how to find and check your own account.
Coughlin Porter Lundeen (EIN 91-1649906) reports COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & TRUST on its most recent Form 5500, with $45.5M in plan assets across 77 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 Coughlin Porter Lundeen filing — schedules, fees, and providers.
Coughlin Porter Lundeen’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 Coughlin Porter LundeenHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, USI ADVISORS, CHARLES SCHWAB BANK/TRUST, USI CONSULTING GROUP.
