Lochridge-priest, Inc 401(k) Plan: Login, Facts & Contact Information

Lochridge-priest, Inc 401(k) Plan Facts

Plan name
LOCHRIDGE-PRIEST, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LOCHRIDGE-PRIEST, INC
Participants
537 (630 active employees)
Former employees with a balance
44
Plan assets
$3,199,743 at Dec 31, 2024
Average account balance
$18,712 across 171 accounts
Employer contributions
$74,998 in plan year 2024 (22% of all contributions)
Recordkeeper
Transamerica Financial Life Ins Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 27, 1970
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $340,732 went into the plan in contributions, $74,998 of it from the employer (22%).
  • $1.21 million was paid out to participants.
  • Investment and other income added $312,633.
  • Administrative expenses were $33,952, about $199 per account.

How the Lochridge-priest, Inc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019423$4.86 million$30,452$163,731
2020470$3.95 million$104,012$1.84 million
2021397$4.10 million$89,605$597,434
2022404$3.25 million$89,761$755,857
2023440$3.81 million$97,369$341,767
2024537$3.20 million$74,998$1.21 million

Lochridge-priest, Inc 401(k) Contact Information

Phone
254-772-0670
Mailing address
PO BOX 154187, WACO TX 76715
Plan sponsor
LOCHRIDGE-PRIEST, INC
Employer identification number (EIN)
74-1460928
Plan number
001

Questions about the Lochridge-priest, Inc 401(k)

Does Lochridge-priest, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $74,998, 22% of all contributions.

Does the Lochridge-priest, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lochridge-priest, Inc 401(k) plan?

537 participants at the start of plan year 2024, 630 of them active employees, and 44 former employees who still had money in the plan.

What is the average 401(k) balance at Lochridge-priest, Inc?

About $18,712 per account: $3.20 million in plan assets across 171 accounts with a balance at the end of plan year 2024.

Who manages the Lochridge-priest, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INS CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lochridge-priest, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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