What public Form 5500 filings show about the Lenbrook Square Foundation, Inc. 401(k) plan — and how to find and check your own account.
Lenbrook Square Foundation, Inc. (EIN 58-1416841) reports LENBROOK SQUARE FOUNDATION, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $10.7M in plan assets across 360 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 Lenbrook Square Foundation, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lenbrook Square Foundation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, ORENDA RETIREMENT.
