What public Form 5500 filings show about the Community Foundation of Monroe 401(k) plan — and how to find and check your own account.
Community Foundation of Monroe (EIN 38-2236628) reports COMMUNITY FOUNDATION OF MONROE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $5K in plan assets across 3 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 Community Foundation of Monroe filing — schedules, fees, and providers.
Community Foundation of Monroe’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 Community Foundation of MonroeHR for the recordkeeper’s name and login.
