LUCKY CHANCES, INC. 401(k) Plan
What public Form 5500 filings show about the LUCKY CHANCES, INC. 401(k) plan — and how to find and check your own account.
The LUCKY CHANCES, INC. 401(k) on its latest Form 5500
LUCKY CHANCES, INC. (EIN 94-3199406) reports LUCKY EMPLOYEE 401(K) RETIREMENT PLAN on its most recent Form 5500, with $26.3M in plan assets across 543 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 LUCKY CHANCES, INC. filing — schedules, fees, and providers.
Who runs the LUCKY CHANCES, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LUCKY CHANCES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS, CAMBRIDGE INVESTMENT RESEARCH.
How to check your LUCKY CHANCES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask LUCKY CHANCES, 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).