GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC 401(k) Plan
What public Form 5500 filings show about the GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC 401(k) plan — and how to find and check your own account.
The GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC 401(k) on its latest Form 5500
GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC (EIN 81-3978023) reports GEOFFROY FIRM PC RETIREMENT TRUST on its most recent Form 5500, with $312K in plan assets across 3 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 GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC filing — schedules, fees, and providers.
Who runs the GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC 401(k)?
GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC’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 GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PCHR for the recordkeeper’s name and login.
How to check your GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GEOFFROY FIRM PCFORMERLY LAMALVA, GEOFFROY & OELAND, PC 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).