What public Form 5500 filings show about the Evan Lloyd Associates, Inc. 401(k) plan — and how to find and check your own account.
Evan Lloyd Associates, Inc. (EIN 37-1211141) reports EVAN LLOYD ASSOCIATES, INC. SAVINGS PLAN on its most recent Form 5500, with $992K in plan assets across 7 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 Evan Lloyd Associates, Inc. filing — schedules, fees, and providers.
Evan Lloyd Associates, Inc.’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 Evan Lloyd Associates, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALLIED NATIONAL.
