What public Form 5500 filings show about the L&M Companies, Inc. 401(k) plan — and how to find and check your own account.
L&M Companies, Inc. (EIN 56-0811549) reports L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $50.0M in plan assets across 223 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 L&M Companies, Inc. filing — schedules, fees, and providers.
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 L&M Companies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FLORES AND ASSOCIATES, NEW YORK LIFE, AETNA LIFE INSURANCE CO, AFLAC, FIRST CITIZENS BANK & TRUST, ACA TRACK.
