SOLOMONEDWARDSGROUP, LLC 401(k) Plan
What public Form 5500 filings show about the SOLOMONEDWARDSGROUP, LLC 401(k) plan — and how to find and check your own account.
The SOLOMONEDWARDSGROUP, LLC 401(k) on its latest Form 5500
SOLOMONEDWARDSGROUP, LLC (EIN 23-3010383) reports SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN on its most recent Form 5500, with $38.4M in plan assets across 394 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 SOLOMONEDWARDSGROUP, LLC filing — schedules, fees, and providers.
Who runs the SOLOMONEDWARDSGROUP, LLC 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 SOLOMONEDWARDSGROUP, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHSTAR ASSET MANAGEMENT, LPL FINANCIAL GROUP.
How to check your SOLOMONEDWARDSGROUP, LLC 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask SOLOMONEDWARDSGROUP, LLC 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).