Lockhart 401(K) Retirement Plan

Contact Information

Employer Contact

Robert Upson, CPA

Deputy CFO

Lockhart Companies, Inc.

Tel: (340) 776-1900

RUpson@lockhart.com

Third Party Administrator

David Greengold

Pension Actuarial Consultants, Inc.

Tel: (516) 484-5800 ext. 1

davidgreengold@savefor65.com

Voya Investment Advisers

David Greengold

Voya Financial

Tel: (516) 484-5800 ext. 1

davidgreengold@savefor65.com

Eric Greengold

Voya Financial

Tel: (516) 484-5800 ext. 3

ericgreengold@savefor65.com

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Voya Account Information

Log in to view, maintain, and control your 401(k) account. You will need your Social Security Number and PIN to set up your initial username and password.

See attached to register and get your PIN.

Plan #: 81A408

Verification Code: 81A40899

To enroll online and select your initial contribution and investments.

Download the official Voya app for secure, on-the-go access to your account balance, performance, and features.

Available on iOS & Android
Voya Customer Service

1 (800) 584-6001

To request PIN#, and to make changes to your Voya Account.

Voya Account Information and PDF Forms

Enrollment Guide

Enrollment Guide - Plan information and review of Voya website features.

Disclosure Guide

Disclosure Guide with plan details on investment information.

Enrollment Form

Complete and return to HR Department instead of using enroll.voya.com.

Deferral Election Form

To change your contributions from payroll. Complete and return to HR Department.

Designation of Beneficiary Form

Designate who will receive your account balance upon your death. Important: Must be completed and returned to HR Department.

Plan Information

Summary Plan Description

A summary of the plan's benefits and features.

Safe Harbor Notice

Required Safe Harbor Notice - Short summary of plan features for the 2026 plan year.

FAQ's

Frequently asked questions and answers regarding the retirement plan.