What public Form 5500 filings show about the Lumbee Guaranty Bank 401(k) plan — and how to find and check your own account.
Lumbee Guaranty Bank (EIN 56-0990387) reports LUMBEE GUARANTY BANK 401(K) SAVINGS PLAN on its most recent Form 5500, with $0 in plan assets across 69 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 Lumbee Guaranty Bank filing — schedules, fees, and providers.
Lumbee Guaranty Bank’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 Lumbee Guaranty BankHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FUND DIRECT ADVISOR S, MID-ATLANTIC TRUST, AMERICAN TRUST.