Innes and Lotito, P.C. 401(k) Plan

The Innes and Lotito, P.C. 401(k) on its latest Form 5500

Innes and Lotito, P.C. (EIN 38-3074311) reports INNES AND LOTITO RETIREMENT PLAN on its most recent Form 5500, with $798K in plan assets across 31 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 Innes and Lotito, P.C. filing — schedules, fees, and providers.

Who runs the Innes and Lotito, P.C. 401(k)?

Innes and Lotito, P.C.’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 Innes and Lotito, P.C.HR for the recordkeeper’s name and login.

How to check your Innes and Lotito, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Innes and Lotito, P.C. 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).