Lonergan's Charter Service, Inc. 401(k) Plan

The Lonergan's Charter Service, Inc. 401(k) on its latest Form 5500

Lonergan's Charter Service, Inc. (EIN 52-0853084) reports LONERGANS CHARTER SERVICE, INC. 401(K) PLAN on its most recent Form 5500, with $755K in plan assets across 27 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 Lonergan's Charter Service, Inc. filing — schedules, fees, and providers.

Who runs the Lonergan's Charter Service, Inc. 401(k)?

Lonergan's Charter Service, 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 Lonergan's Charter Service, Inc.HR for the recordkeeper’s name and login.

How to check your Lonergan's Charter Service, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Lonergan's Charter Service, 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).