LOCH HARBOUR GROUP INC 401(k) Plan
What public Form 5500 filings show about the LOCH HARBOUR GROUP INC 401(k) plan — and how to find and check your own account.
The LOCH HARBOUR GROUP INC 401(k) on its latest Form 5500
LOCH HARBOUR GROUP INC (EIN 54-1761107) reports LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $8.7M in plan assets across 78 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 LOCH HARBOUR GROUP INC filing — schedules, fees, and providers.
Who runs the LOCH HARBOUR GROUP INC 401(k)?
LOCH HARBOUR GROUP INC’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 LOCH HARBOUR GROUP INCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RETIREMENT PLAN CONCEPTS & SERVICES, SIKICH CPA, MERIDIAN INVESTMENT ADVISORS.
How to check your LOCH HARBOUR GROUP INC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LOCH HARBOUR GROUP 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).