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GERSON LEHRMAN GROUP 401(k) Plan

What public Form 5500 filings show about the GERSON LEHRMAN GROUP 401(k) plan — and how to find and check your own account.

Plan assets
$167.6M
Participants
1,253
Plans on file
1

The GERSON LEHRMAN GROUP 401(k) on its latest Form 5500

GERSON LEHRMAN GROUP (EIN 13-4101226) reports GERSON LEHRMAN GROUP INC PLAN on its most recent Form 5500, with $167.6M in plan assets across 1,253 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 GERSON LEHRMAN GROUP filing — schedules, fees, and providers.

Who runs the GERSON LEHRMAN GROUP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GERSON LEHRMAN GROUP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, WITHUMSMITH+BROWN P C.

How to check your GERSON LEHRMAN GROUP 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask GERSON LEHRMAN GROUP 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).
More on this employer: GERSON LEHRMAN GROUP — all Form 5500 filings (EIN 13-4101226) · New York employer EIN lookup · Form 5500 search
GERSON LEHRMAN GROUP 401(k) Plan — Form 5500