What public Form 5500 filings show about the LCM Investments Holdings II, LLC 401(k) plan — and how to find and check your own account.
LCM Investments Holdings II, LLC (EIN 20-4587299) reports LCM INVESTMENTS HOLDINGS II, LLC 401(K) PLAN on its most recent Form 5500, with $118.5M in plan assets across 6,775 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 LCM Investments Holdings II, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LCM Investments Holdings II, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C, FLORIDA RETIREMENT CONSULTANTS, CAPFINANCIAL PARTNERS, KESTRA INVESTMENT SERVICES.
