What public Form 5500 filings show about the Lone Star PEO, Inc. 401(k) plan — and how to find and check your own account.
Lone Star PEO, Inc. (EIN 47-3726066) reports LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN on its most recent Form 5500, with $2.4M in plan assets across 401 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 Lone Star PEO, Inc. filing — schedules, fees, and providers.
Lone Star PEO, 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 Lone Star PEO, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, AMERITAS LIFE INSURANCE, BKS FINANCIAL INVESTMENTS.
