What public Form 5500 filings show about the David Lerner Associates, Inc. 401(k) plan — and how to find and check your own account.
David Lerner Associates, Inc. (EIN 11-2374466) reports DAVID LERNER ASSOCIATES, INC. 401K PLAN on its most recent Form 5500, with $59.1M in plan assets across 163 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 David Lerner Associates, Inc. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your David Lerner Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CITRIN COOPERMAN & LLP, MID ATLANTIC CAPITAL, NATIONAL FINANCIAL SERVICES.
