LEMAN U.S.A. INC. 401(k) Plan
What public Form 5500 filings show about the LEMAN U.S.A. INC. 401(k) plan — and how to find and check your own account.
The LEMAN U.S.A. INC. 401(k) on its latest Form 5500
LEMAN U.S.A. INC. (EIN 39-1539537) reports LEMAN U.S.A. INC., PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $9.4M in plan assets across 84 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 LEMAN U.S.A. INC. filing — schedules, fees, and providers.
Who runs the LEMAN U.S.A. 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEMAN U.S.A. INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS.
How to check your LEMAN U.S.A. INC. 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask LEMAN U.S.A. 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).