What public Form 5500 filings show about the Lovett Bookman Harmon Marks LLP 401(k) plan — and how to find and check your own account.
Lovett Bookman Harmon Marks LLP (EIN 03-0498867) reports LBHM RETIREMENT PLAN on its most recent Form 5500, with $25.4M in plan assets across 20 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 Lovett Bookman Harmon Marks LLP filing — schedules, fees, and providers.
Lovett Bookman Harmon Marks 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 Lovett Bookman Harmon Marks LLPHR for the recordkeeper’s name and login.
