What public Form 5500 filings show about the Lathrop GPM LLP 401(k) plan — and how to find and check your own account.
Lathrop GPM LLP (EIN 43-0948710) reports LATHROP GPM LLP RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $453.8M in plan assets across 681 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 Lathrop GPM LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lathrop GPM LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, CREATIVE PLANNING, CAP FINANCIAL PARTNERS, HOWARD CAPITAL MANAGEMENT, CAPITAL MANAGEMENT ASSOCIATES, CAPFINANCIAL PARTNERS.
