What public Form 5500 filings show about the LLB Investments, LLC DBA Korth Transfer 401(k) plan — and how to find and check your own account.
LLB Investments, LLC DBA Korth Transfer (EIN 72-1564480) reports KORTH TRANSFER 401(K) PLAN on its most recent Form 5500, with $5.4M in plan assets across 99 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 LLB Investments, LLC DBA Korth Transfer 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LLB Investments, LLC DBA Korth Transfer 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EDWARD D JONES & CO.
