What public Form 5500 filings show about the Lorch Naville Ward, LLC 401(k) plan — and how to find and check your own account.
Lorch Naville Ward, LLC (EIN 35-1543803) reports LORCH NAVILLE WARD LLC 401K RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $4.5M in plan assets across 18 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 Lorch Naville Ward, LLC filing — schedules, fees, and providers.
Lorch Naville Ward, LLC’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 Lorch Naville Ward, LLCHR for the recordkeeper’s name and login.
