HOLT LUNSFORD COMMERICAL, INC. 401(k) Plan
What public Form 5500 filings show about the HOLT LUNSFORD COMMERICAL, INC. 401(k) plan — and how to find and check your own account.
The HOLT LUNSFORD COMMERICAL, INC. 401(k) on its latest Form 5500
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.
Who runs the HOLT LUNSFORD COMMERICAL, INC. 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 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.
How to check your HOLT LUNSFORD COMMERICAL, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask HOLT LUNSFORD COMMERICAL, INC. 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).