What public Form 5500 filings show about the The Lopez Group, LLP 401(k) plan — and how to find and check your own account.
The Lopez Group, LLP (EIN 83-2773314) reports THE LOPEZ GROUP, LLP 401(K) PLAN on its most recent Form 5500, with $398K in plan assets across 8 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 The Lopez Group, LLP filing — schedules, fees, and providers.
The Lopez Group, LLP’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 The Lopez Group, LLPHR for the recordkeeper’s name and login.