What public Form 5500 filings show about the Locke LORD LLP 401(k) plan — and how to find and check your own account.
Locke LORD LLP (EIN 74-1164324) reports LOCKE LORD LLP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $891.7M in plan assets across 844 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 Locke LORD LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Locke LORD LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENN DAVIS MCFARLAND, BALLENTINE PARTNERS, LUTHER KING CAPITAL MANAGEMENT, PRINCIPAL CUSTODY SOLUTIONS, ASCENSION CAPITAL ADVISORS, CORIENT.
