What public Form 5500 filings show about the Cummings & Lockwood LLC 401(k) plan — and how to find and check your own account.
Cummings & Lockwood LLC (EIN 06-0312590) reports CUMMINGS & LOCKWOOD EMPLOYEES 401(K) SAVINGS PLAN on its most recent Form 5500, with $107.2M in plan assets across 195 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 Cummings & Lockwood 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cummings & Lockwood LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTONLARSONALLEN LLP, CUMMINGS &LOCKWOOD.
