What public Form 5500 filings show about the David Y. Martin Jr., LLC 401(k) plan — and how to find and check your own account.
David Y. Martin Jr., LLC (EIN 72-0700005) reports PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC on its most recent Form 5500, with $13.1M in plan assets across 122 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 Y. Martin Jr., 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 David Y. Martin Jr., LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HASLAUER GROUP, CYPRESS WEALTH MANAGEMENT, J W COLE INVESTMENT ADVISORS.
