What public Form 5500 filings show about the Lubin-Bergman Organization, Inc. 401(k) plan — and how to find and check your own account.
Lubin-Bergman Organization, Inc. (EIN 36-3237319) reports LUBIN-BERGMAN ORGANIZATION, INC. SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $4.9M in plan assets across 13 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 Lubin-Bergman Organization, Inc. filing — schedules, fees, and providers.
Lubin-Bergman Organization, 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 Lubin-Bergman Organization, Inc.HR for the recordkeeper’s name and login.
