What public Form 5500 filings show about the Lincoln Physical and Occupatio 401(k) plan — and how to find and check your own account.
Lincoln Physical and Occupatio (EIN 20-3965868) reports LINCOLN PHYSICAL AND OCCUPATIO 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $89K in plan assets across 9 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 Lincoln Physical and Occupatio filing — schedules, fees, and providers.
Lincoln Physical and Occupatio’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 Lincoln Physical and OccupatioHR for the recordkeeper’s name and login.
