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JOSEPH PELL LOMBARDI & ASSOCIATES 401(k) Plan

What public Form 5500 filings show about the JOSEPH PELL LOMBARDI & ASSOCIATES 401(k) plan — and how to find and check your own account.

Plan assets
$84K
Participants
11
Plans on file
1

The JOSEPH PELL LOMBARDI & ASSOCIATES 401(k) on its latest Form 5500

JOSEPH PELL LOMBARDI & ASSOCIATES (EIN 13-2974408) reports JOSEPH PELL LOMBARDI & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $84K in plan assets across 11 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 JOSEPH PELL LOMBARDI & ASSOCIATES filing — schedules, fees, and providers.

Who runs the JOSEPH PELL LOMBARDI & ASSOCIATES 401(k)?

JOSEPH PELL LOMBARDI & ASSOCIATES’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 JOSEPH PELL LOMBARDI & ASSOCIATESHR for the recordkeeper’s name and login.

How to check your JOSEPH PELL LOMBARDI & ASSOCIATES 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JOSEPH PELL LOMBARDI & ASSOCIATES 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).
More on this employer: JOSEPH PELL LOMBARDI & ASSOCIATES — all Form 5500 filings (EIN 13-2974408) · New York employer EIN lookup · Form 5500 search
JOSEPH PELL LOMBARDI & ASSOCIATES 401(k) Plan — Form 5500