What public Form 5500 filings show about the Carmel Mountain Insurance SERV 401(k) plan — and how to find and check your own account.
Carmel Mountain Insurance SERV (EIN 33-0407964) reports CARMEL MOUNTAIN INSURANCE SERV 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $104K in plan assets across 2 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 Carmel Mountain Insurance SERV filing — schedules, fees, and providers.
Carmel Mountain Insurance SERV’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 Carmel Mountain Insurance SERVHR for the recordkeeper’s name and login.
