What public Form 5500 filings show about the Lynch Management Company 401(k) plan — and how to find and check your own account.
Lynch Management Company (EIN 59-2607387) reports LYNCH MANAGEMENT COMPANY 401(K) PLAN on its most recent Form 5500, with $17.7M in plan assets across 119 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 Lynch Management Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lynch Management Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEXT FINANCIAL GROUP, WILSHIRE ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L, EMPLOYEE BENEFITS CONSULTANT, BLUECROSS BLUE SHIELD OF FLORIDA.
