What public Form 5500 filings show about the Courtesy Ford Lincoln 401(k) plan — and how to find and check your own account.
Courtesy Ford Lincoln (EIN 27-3454233) reports COURTESY FORD LINCOLN, LLC 401(K) PLAN on its most recent Form 5500, with $4.2M in plan assets across 81 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 Courtesy Ford Lincoln filing — schedules, fees, and providers.
Courtesy Ford Lincoln’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 Courtesy Ford LincolnHR for the recordkeeper’s name and login.
