What public Form 5500 filings show about the L/P Insurance Services LLC 401(k) plan — and how to find and check your own account.
L/P Insurance Services LLC (EIN 27-3054238) reports L/P INSURANCE SERVICES 401K PLAN on its most recent Form 5500, with $33.6M in plan assets across 225 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/P Insurance Services LLC 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your L/P Insurance Services LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CWM.
