What public Form 5500 filings show about the Larkin Hoffman DALY & Lindgren Ltd. 401(k) plan — and how to find and check your own account.
Larkin Hoffman DALY & Lindgren Ltd. (EIN 41-0953357) reports LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $97.0M in plan assets across 156 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 Larkin Hoffman DALY & Lindgren Ltd. 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 Larkin Hoffman DALY & Lindgren Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEGACY FINANCIAL ADVISORS, ADVANCED CAPITAL GROUP.
