What public Form 5500 filings show about the Lawrence R. LUND CFP 401(k) plan — and how to find and check your own account.
Lawrence R. LUND CFP (EIN 46-2312850) reports LEGACY LEADERS 401K on its most recent Form 5500, with $526K in plan assets across 1 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 R. LUND CFP filing — schedules, fees, and providers.
Lawrence R. LUND CFP’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 R. LUND CFPHR for the recordkeeper’s name and login.
