What public Form 5500 filings show about the Lifeplan CCO NY, LLC 401(k) plan — and how to find and check your own account.
Lifeplan CCO NY, LLC (EIN 82-3070045) reports LIFEPLAN CCO 401(K) RETIREMENT PLAN on its most recent Form 5500, with $20.4M in plan assets across 991 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 Lifeplan CCO NY, LLC filing — schedules, fees, and providers.
Lifeplan CCO NY, LLC’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 Lifeplan CCO NY, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLANS ADMINISTRATIVE SVCS.
