What public Form 5500 filings show about the LIO Management Services, LLC 401(k) plan — and how to find and check your own account.
LIO Management Services, LLC (EIN 85-1983681) reports LIO MANAGEMENT SERVICES, LLC 401(K) PLAN on its most recent Form 5500, with $4.7M in plan assets across 72 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 LIO Management Services, LLC filing — schedules, fees, and providers.
LIO Management Services, 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 LIO Management Services, LLCHR for the recordkeeper’s name and login.
