What public Form 5500 filings show about the LBM Advantage Inc. 401(k) plan — and how to find and check your own account.
LBM Advantage Inc. (EIN 14-1498340) reports LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $26.3M in plan assets across 121 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 LBM Advantage Inc. 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 Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LBM Advantage Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL NETWORK.
