What public Form 5500 filings show about the John Lerch 401(k) plan — and how to find and check your own account.
John Lerch (EIN 94-3215057) reports JOHN LERCH 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $23K in plan assets across 13 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 John Lerch filing — schedules, fees, and providers.
John Lerch’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 John LerchHR for the recordkeeper’s name and login.
