LUNDY INSURANCE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the LUNDY INSURANCE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The LUNDY INSURANCE SERVICES, INC. 401(k) on its latest Form 5500
LUNDY INSURANCE SERVICES, INC. (EIN 74-3242054) reports LUNDY INSURANCE SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $254K in plan assets across 10 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 LUNDY INSURANCE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the LUNDY INSURANCE SERVICES, INC. 401(k)?
LUNDY INSURANCE SERVICES, 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 LUNDY INSURANCE SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your LUNDY INSURANCE SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LUNDY INSURANCE SERVICES, 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).