What public Form 5500 filings show about the Lopez and Wardle LLP 401(k) plan — and how to find and check your own account.
Lopez and Wardle LLP (EIN 47-2809025) reports LOPEZ AND WARDLE LLP on its most recent Form 5500, with $245K in plan assets across 4 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 Lopez and Wardle LLP filing — schedules, fees, and providers.
Lopez and Wardle LLP’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 Lopez and Wardle LLPHR for the recordkeeper’s name and login.
