What public Form 5500 filings show about the Lawrence Group People, LLC 401(k) plan — and how to find and check your own account.
Lawrence Group People, LLC (EIN 26-2962674) reports LAWRENCIAN OMNISCIENT OCCUPATIONAL TRUST on its most recent Form 5500, with $22.5M in plan assets across 160 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 Lawrence Group People, LLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lawrence Group People, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, HAWTHORNE FINANCIAL, CHARLES SCHWAB & CO.
