What public Form 5500 filings show about the Frank Burton Lloyd, SOLE Proprietor Retirement Trust 401(k) plan — and how to find and check your own account.
Frank Burton Lloyd, SOLE Proprietor Retirement Trust (EIN 94-2520027) reports FRANK BURTON LLOYD, SOLE PROPRIETOR 401-K PROFIT SHARING PLAN on its most recent Form 5500, with $11K in plan assets across 1 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 Frank Burton Lloyd, SOLE Proprietor Retirement Trust filing — schedules, fees, and providers.
Frank Burton Lloyd, SOLE Proprietor Retirement Trust’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 Frank Burton Lloyd, SOLE Proprietor Retirement TrustHR for the recordkeeper’s name and login.
