What public Form 5500 filings show about the Lake Monticello Owners' Association 401(k) plan — and how to find and check your own account.
Lake Monticello Owners' Association (EIN 54-0897858) reports LAKE MONTICELLO OWNERS' ASSOCIATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $669K in plan assets across 39 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 Lake Monticello Owners' Association filing — schedules, fees, and providers.
Lake Monticello Owners' Association’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 Lake Monticello Owners' AssociationHR for the recordkeeper’s name and login.
