Evan Lloyd Associates, Inc. 401(k) Plan
What public Form 5500 filings show about the Evan Lloyd Associates, Inc. 401(k) plan — and how to find and check your own account.
The Evan Lloyd Associates, Inc. 401(k) on its latest Form 5500
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.
Who runs the Evan Lloyd Associates, Inc. 401(k)?
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.
How to check your Evan Lloyd Associates, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Evan Lloyd Associates, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).