What public Form 5500 filings show about the LOCH Harbour Group Inc. 401(k) plan — and how to find and check your own account.
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.
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 Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERIDIAN INVESTMENT ADVISORS, SIKICH CPA, RETIREMENT PLAN CONCEPTS & SERVICES.
