What public Form 5500 filings show about the Lee Kennedy Co, Inc. 401(k) plan — and how to find and check your own account.
Lee Kennedy Co, Inc. (EIN 04-2635562) reports LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $29.0M in plan assets across 108 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 Lee Kennedy Co, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lee Kennedy Co, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SBHU/MORGAN STANLEY SMITH BARNEY LL.
