What public Form 5500 filings show about the Lemons Grundy & Eisenberg Chart 401(k) plan — and how to find and check your own account.
Lemons Grundy & Eisenberg Chart (EIN 88-0122938) reports LEMONS GRUNDY & EISENBERG CHART RESTATED PROFIT SHARING PLAN on its most recent Form 5500, with $5.6M in plan assets across 19 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 Lemons Grundy & Eisenberg Chart filing — schedules, fees, and providers.
Lemons Grundy & Eisenberg Chart’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 Lemons Grundy & Eisenberg ChartHR for the recordkeeper’s name and login.