What public Form 5500 filings show about the Lochmandy Motor Sales, Inc. 401(k) plan — and how to find and check your own account.
Lochmandy Motor Sales, Inc. (EIN 35-1105418) reports LOCHMANDY MOTOR SALES, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $6.4M in plan assets across 100 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 Lochmandy Motor Sales, Inc. filing — schedules, fees, and providers.
Lochmandy Motor Sales, 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 Lochmandy Motor Sales, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INVESTMENT PLANNING ASSOCIATES, AETNA ASA, 1ST SOURCE BANK, CORESOURCE, MULTIBENEFIT SERVICES.
