LLOYD, INC. 401(k) Plan
What public Form 5500 filings show about the LLOYD, INC. 401(k) plan — and how to find and check your own account.
The LLOYD, INC. 401(k) on its latest Form 5500
LLOYD, INC. (EIN 42-0837233) reports LLOYD, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $11.0M in plan assets across 107 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 LLOYD, INC. filing — schedules, fees, and providers.
Who runs the LLOYD, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LLOYD, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL NETWORK.
How to check your LLOYD, INC. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask LLOYD, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).