What public Form 5500 filings show about the Ford Square of MT. Vernon, Ltd. 401(k) plan — and how to find and check your own account.
Ford Square of MT. Vernon, Ltd. (EIN 37-1178253) reports FORD SQUARE OF MT. VERNON, LTD. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $12.7M in plan assets across 117 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 Ford Square of MT. Vernon, Ltd. filing — schedules, fees, and providers.
Ford Square of MT. Vernon, Ltd.’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 Ford Square of MT. Vernon, Ltd.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CPI QUALIFIED PLAN CONSULTANTS, SMITH MOORE & CO.
