LAVALLEE AND COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the LAVALLEE AND COMPANY, INC. 401(k) plan — and how to find and check your own account.
The LAVALLEE AND COMPANY, INC. 401(k) on its latest Form 5500
LAVALLEE AND COMPANY, INC. (EIN 03-0363116) reports LAVALLEE AND COMPANY, INC. 401(K) PLAN on its most recent Form 5500, with $346K in plan assets across 3 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 LAVALLEE AND COMPANY, INC. filing — schedules, fees, and providers.
Who runs the LAVALLEE AND COMPANY, INC. 401(k)?
LAVALLEE AND COMPANY, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LAVALLEE AND COMPANY, INC.HR for the recordkeeper’s name and login.
How to check your LAVALLEE AND COMPANY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LAVALLEE AND COMPANY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
