LEE KENNEDY CO, INC. 401(k) Plan
What public Form 5500 filings show about the LEE KENNEDY CO, INC. 401(k) plan — and how to find and check your own account.
The LEE KENNEDY CO, INC. 401(k) on its latest Form 5500
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.
Who runs the LEE KENNEDY CO, INC. 401(k)?
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.
How to check your LEE KENNEDY CO, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask LEE KENNEDY CO, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).