What public Form 5500 filings show about the LISC Small Business, LLC 401(k) plan — and how to find and check your own account.
LISC Small Business, LLC (EIN 82-3858994) reports EXOS SMALL BUSINESS LENDING 401(K) PLAN on its most recent Form 5500, with $751K in plan assets across 38 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 LISC Small Business, LLC filing — schedules, fees, and providers.
LISC Small Business, 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 LISC Small Business, LLCHR for the recordkeeper’s name and login.
