What public Form 5500 filings show about the Lipkin Warner Design and Planning LLC 401(k) plan — and how to find and check your own account.
Lipkin Warner Design and Planning LLC (EIN 84-1103428) reports LIPKIN WARNER DESIGN AND PLANNING 401(K) PLAN on its most recent Form 5500, with $42K in plan assets across 2 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 Lipkin Warner Design and Planning LLC filing — schedules, fees, and providers.
Lipkin Warner Design and Planning 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 Lipkin Warner Design and Planning LLCHR for the recordkeeper’s name and login.
