What public Form 5500 filings show about the Lewis-Watkins-Farmer Agency, Inc. 401(k) plan — and how to find and check your own account.
Lewis-Watkins-Farmer Agency, Inc. (EIN 74-2320159) reports LEWIS-WATKINS-FARMER AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $14.7M in plan assets across 158 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 Lewis-Watkins-Farmer Agency, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lewis-Watkins-Farmer Agency, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RICHARD P SLAUGHTER ASSOCIATES, CHARLES SCHWAB & CO.
