What public Form 5500 filings show about the Lacks Enterprises, Inc. 401(k) plan — and how to find and check your own account.
Lacks Enterprises, Inc. (EIN 38-2650857) reports LACKS ENTERPRISES, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $240.6M in plan assets across 2,238 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 Lacks 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lacks Enterprises, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS, WILSHIRE ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L.
