What public Form 5500 filings show about the Lawrence Oconnell Carpenter-BU 401(k) plan — and how to find and check your own account.
Lawrence Oconnell Carpenter-BU (EIN 04-3224298) reports LAWRENCE OCONNELL CARPENTER-BU 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $333K in plan assets across 4 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 Oconnell Carpenter-BU filing — schedules, fees, and providers.
Lawrence Oconnell Carpenter-BU’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 Lawrence Oconnell Carpenter-BUHR for the recordkeeper’s name and login.
