What public Form 5500 filings show about the Lorenz Fiduciary Services, Inc. 401(k) plan — and how to find and check your own account.
Lorenz Fiduciary Services, Inc. (EIN 20-0319334) reports LFS, INC. RETIREMENT PLAN on its most recent Form 5500, with $1.1M in plan assets across 17 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 Lorenz Fiduciary Services, Inc. filing — schedules, fees, and providers.
Lorenz Fiduciary Services, 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 Lorenz Fiduciary Services, Inc.HR for the recordkeeper’s name and login.
