LORD AECK Sargent Planning and Design, Inc. 401(k) Plan

The LORD AECK Sargent Planning and Design, Inc. 401(k) on its latest Form 5500

LORD AECK Sargent Planning and Design, Inc. (EIN 87-1174150) reports LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN on its most recent Form 5500, with $14.3M in plan assets across 158 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 LORD AECK Sargent Planning and Design, Inc. filing — schedules, fees, and providers.

Who runs the LORD AECK Sargent Planning and Design, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LORD AECK Sargent Planning and Design, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP.

How to check your LORD AECK Sargent Planning and Design, Inc. 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask LORD AECK Sargent Planning and Design, 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).