MONOGRAM MANAGEMENT SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the MONOGRAM MANAGEMENT SERVICES, INC. 401(k) plan — and how to find and check your own account.
The MONOGRAM MANAGEMENT SERVICES, INC. 401(k) on its latest Form 5500
MONOGRAM MANAGEMENT SERVICES, INC. (EIN 45-3115232) reports MONOGRAM FOOD SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $62.6M in plan assets across 3,068 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 MONOGRAM MANAGEMENT SERVICES, INC. filing — schedules, fees, and providers.
Who runs the MONOGRAM MANAGEMENT SERVICES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MONOGRAM MANAGEMENT SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLUECROSS BLUESHIELD OF TENNESSEE, DELTA DENTAL OF TENNESSEE, LOCKTON COMPANIES, BURLEIGH CONSULTING GROUP, SURENCY LIFE & HEALTH INSURANCE, CBIZ INVESTMENT ADVISORY SERVICES.
How to check your MONOGRAM MANAGEMENT SERVICES, INC. 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask MONOGRAM MANAGEMENT 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).