LOCHRIDGE-PRIEST, INC 401(k) Plan
What public Form 5500 filings show about the LOCHRIDGE-PRIEST, INC 401(k) plan — and how to find and check your own account.
The LOCHRIDGE-PRIEST, INC 401(k) on its latest Form 5500
LOCHRIDGE-PRIEST, INC (EIN 74-1460928) reports LOCHRIDGE-PRIEST, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $3.2M in plan assets across 630 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 LOCHRIDGE-PRIEST, INC filing — schedules, fees, and providers.
Who runs the LOCHRIDGE-PRIEST, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LOCHRIDGE-PRIEST, INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, RESOURCE BENEFITS ADMINISTRATORS, INSURORS OF TEXAS GENERAL AGENCY.
How to check your LOCHRIDGE-PRIEST, INC 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask LOCHRIDGE-PRIEST, 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).