James M Lassiter III PC 401(k) Plan

The James M Lassiter III PC 401(k) on its latest Form 5500

James M Lassiter III PC (EIN 76-0487325) reports JAMES M LASSITER III PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.2M in plan assets across 24 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 James M Lassiter III PC filing — schedules, fees, and providers.

Who runs the James M Lassiter III PC 401(k)?

James M Lassiter III PC’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 James M Lassiter III PCHR for the recordkeeper’s name and login.

How to check your James M Lassiter III PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask James M Lassiter III PC 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).