LUCY JOS COFFEE ROASTERY 401(k) Plan
What public Form 5500 filings show about the LUCY JOS COFFEE ROASTERY 401(k) plan — and how to find and check your own account.
The LUCY JOS COFFEE ROASTERY 401(k) on its latest Form 5500
LUCY JOS COFFEE ROASTERY (EIN 27-0970244) reports LUCY JOS COFFEE ROASTERY 401-K PLAN RETIREMENT TRUST on its most recent Form 5500, with $251K in plan assets across 8 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 LUCY JOS COFFEE ROASTERY filing — schedules, fees, and providers.
Who runs the LUCY JOS COFFEE ROASTERY 401(k)?
LUCY JOS COFFEE ROASTERY’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 LUCY JOS COFFEE ROASTERYHR for the recordkeeper’s name and login.
How to check your LUCY JOS COFFEE ROASTERY 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LUCY JOS COFFEE ROASTERY 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).