What public Form 5500 filings show about the Sam Lepore Investments LLC 401(k) plan — and how to find and check your own account.
Sam Lepore Investments LLC (EIN 20-4537594) reports SAM LEPORE INVESTMENTS LLC 401(K) PLAN AND TRUST on its most recent Form 5500, with $119K 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 Sam Lepore Investments LLC filing — schedules, fees, and providers.
Sam Lepore Investments LLC’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 Sam Lepore Investments LLCHR for the recordkeeper’s name and login.
