What public Form 5500 filings show about the Lerch Bates Inc. 401(k) plan — and how to find and check your own account.
Lerch Bates Inc. (EIN 36-2285171) reports LERCH BATES 401(K) RETIREMENT PLAN on its most recent Form 5500, with $61.0M in plan assets across 334 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 Lerch Bates 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 Lerch Bates Inc. 401(k).
