What public Form 5500 filings show about the Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet 401(k) plan — and how to find and check your own account.
Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet (EIN 64-0388844) reports GERRY LANE ENTERPRISES 401(K) PLAN on its most recent Form 5500, with $15.3M in plan assets across 263 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 Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gerry Lane Enterprises, Inc. DBA. Gerry Lane Chevrolet 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROLAND CRISS FIDUCIARY S, RETIREMENT STRATEGIES GROUP, AVANTAX INSURANCE AGENCY.
