What public Form 5500 filings show about the L&Y Tax Advisors, LLC 401(k) plan — and how to find and check your own account.
L&Y Tax Advisors, LLC (EIN 85-3541555) reports L&Y TAX ADVISORS, LLC 401(K) PLAN on its most recent Form 5500, with $343K in plan assets across 18 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&Y Tax Advisors, LLC filing — schedules, fees, and providers.
L&Y Tax Advisors, LLC’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 L&Y Tax Advisors, LLCHR for the recordkeeper’s name and login.
