What public Form 5500 filings show about the La-Z-BOY Incorporated 401(k) plan — and how to find and check your own account.
La-Z-BOY Incorporated (EIN 38-0751137) reports LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $351.3M in plan assets across 6,609 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 La-Z-BOY Incorporated 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your La-Z-BOY Incorporated 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROCATON INVESTMENT ADVISORS, CLIFTONLARSONALLEN LLP.
