The Lockwood Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Lockwood Group, LLC (EIN 208025205)
  • Plan Type: 401(k)
  • Total Participants: 351
  • Total Assets: $45.0M
  • Sponsor State: CT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024351$45.0M$1.9M$4.7M
2023373$34.4M$1.8M$4.3M
2022353$25.0M$1.7M$3.7M

Service Providers

  • BDO USA P.C. — Accountant / Independent Qualified Public Accountant

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