What public Form 5500 filings show about the Lithia Motors, Inc. 401(k) plan — and how to find and check your own account.
Lithia Motors, Inc. (EIN 93-0572810) reports LITHIA MOTORS, INC. 401(K) PLAN on its most recent Form 5500, with $1.0B in plan assets across 23,444 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 Lithia Motors, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lithia Motors, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KBF CPAS LLP, DESCHUTES INVESTMENT CONSULTING LL.
