What public Form 5500 filings show about the Lacarte Enterprises Inc. 401(k) plan — and how to find and check your own account.
Lacarte Enterprises Inc. (EIN 25-1220457) reports LACARTE ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $13.2M in plan assets across 161 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 Lacarte Enterprises 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lacarte Enterprises Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DB ROOT &, DUNBAR BENDER & ZAPF.
