What public Form 5500 filings show about the Robert Lloyd Coutts & Sons 401(k) plan — and how to find and check your own account.
Robert Lloyd Coutts & Sons (EIN 22-1599370) reports ROBERT LLOYD COUTTS & SONS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.1M in plan assets across 4 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 Robert Lloyd Coutts & Sons filing — schedules, fees, and providers.
Robert Lloyd Coutts & Sons’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 Robert Lloyd Coutts & SonsHR for the recordkeeper’s name and login.