What public Form 5500 filings show about the LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services 401(k) plan — and how to find and check your own account.
LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services (EIN 16-1651214) reports LUTZ FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $986K in plan assets across 6 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 LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services filing — schedules, fees, and providers.
LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services’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 LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial ServicesHR for the recordkeeper’s name and login.
