Leonore S. Gershwin 1987 Trust, Inc. 401(k) Plan

The Leonore S. Gershwin 1987 Trust, Inc. 401(k) on its latest Form 5500

Leonore S. Gershwin 1987 Trust, Inc. (EIN 95-4457630) reports LEONORE S. GERSHWIN PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $1.9M in plan assets across 2 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 Leonore S. Gershwin 1987 Trust, Inc. filing — schedules, fees, and providers.

Who runs the Leonore S. Gershwin 1987 Trust, Inc. 401(k)?

Leonore S. Gershwin 1987 Trust, Inc.’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 Leonore S. Gershwin 1987 Trust, Inc.HR for the recordkeeper’s name and login.

How to check your Leonore S. Gershwin 1987 Trust, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Leonore S. Gershwin 1987 Trust, 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).