LESTER SCHWAB KATZ & DWYER, LLP 401(k) Plan
What public Form 5500 filings show about the LESTER SCHWAB KATZ & DWYER, LLP 401(k) plan — and how to find and check your own account.
The LESTER SCHWAB KATZ & DWYER, LLP 401(k) on its latest Form 5500
LESTER SCHWAB KATZ & DWYER, LLP (EIN 13-2793173) reports LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN on its most recent Form 5500, with $34.7M in plan assets across 83 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 LESTER SCHWAB KATZ & DWYER, LLP filing — schedules, fees, and providers.
Who runs the LESTER SCHWAB KATZ & DWYER, LLP 401(k)?
LESTER SCHWAB KATZ & DWYER, LLP’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 LESTER SCHWAB KATZ & DWYER, LLPHR for the recordkeeper’s name and login.
How to check your LESTER SCHWAB KATZ & DWYER, LLP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LESTER SCHWAB KATZ & DWYER, LLP 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).