What public Form 5500 filings show about the HOLT Lunsford Commerical, Inc. 401(k) plan — and how to find and check your own account.
HOLT Lunsford Commerical, Inc. (EIN 75-2439290) reports HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN on its most recent Form 5500, with $9.4M in plan assets across 177 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 HOLT Lunsford Commerical, Inc. 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 HOLT Lunsford Commerical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INWEST RETIREMENT, RBC CAPITAL MARKETS.
