Fuller Lowenberg & Co., CPAS, P.C. 401(k) Plan

The Fuller Lowenberg & Co., CPAS, P.C. 401(k) on its latest Form 5500

Fuller Lowenberg & Co., CPAS, P.C. (EIN 20-0066099) reports THE FULLER LOWENBERG & CO., CPAS, P.C. 401(K) SAVINGS PLAN AND TRUST on its most recent Form 5500, with $5.5M in plan assets across 20 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 Fuller Lowenberg & Co., CPAS, P.C. filing — schedules, fees, and providers.

Who runs the Fuller Lowenberg & Co., CPAS, P.C. 401(k)?

Fuller Lowenberg & Co., CPAS, P.C.’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 Fuller Lowenberg & Co., CPAS, P.C.HR for the recordkeeper’s name and login.

How to check your Fuller Lowenberg & Co., CPAS, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Fuller Lowenberg & Co., CPAS, P.C. 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).