What public Form 5500 filings show about the Lefkoff Duncan Grimes McSwain HASS Hanley PC 401(k) plan — and how to find and check your own account.
Lefkoff Duncan Grimes McSwain HASS Hanley PC (EIN 58-1280795) reports LEFKOFF DUNCAN GRIMES MCSWAIN HASS & HANLEY PC 401(K) PROFIT SHARING on its most recent Form 5500, with $5.3M in plan assets across 10 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 Lefkoff Duncan Grimes McSwain HASS Hanley PC filing — schedules, fees, and providers.
Lefkoff Duncan Grimes McSwain HASS Hanley PC’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 Lefkoff Duncan Grimes McSwain HASS Hanley PCHR for the recordkeeper’s name and login.
