What public Form 5500 filings show about the POND Lehocky LLP 401(k) plan — and how to find and check your own account.
POND Lehocky LLP (EIN 46-4224793) reports POND LEHOCKY LLP 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $10.1M in plan assets across 146 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 POND Lehocky LLP 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 POND Lehocky LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILBERG CONSULTING, INDEPENDENCE ADMINISTRATORS, CONNECTCARE3, MORGAN STANLEY GLOBAL, MCKONLY AND ASBURY LLP, ONEDIGITAL PHILADELPHIA.
