LAKE SHERWOOD ESTATES ASSOCIATION 401(k) Plan
What public Form 5500 filings show about the LAKE SHERWOOD ESTATES ASSOCIATION 401(k) plan — and how to find and check your own account.
The LAKE SHERWOOD ESTATES ASSOCIATION 401(k) on its latest Form 5500
LAKE SHERWOOD ESTATES ASSOCIATION (EIN 43-1025328) reports LAKE SHERWOOD ESTATES ASSOCIATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $214K in plan assets across 14 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 SHERWOOD ESTATES ASSOCIATION filing — schedules, fees, and providers.
Who runs the LAKE SHERWOOD ESTATES ASSOCIATION 401(k)?
LAKE SHERWOOD ESTATES 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 SHERWOOD ESTATES ASSOCIATIONHR for the recordkeeper’s name and login.
How to check your LAKE SHERWOOD ESTATES ASSOCIATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LAKE SHERWOOD ESTATES ASSOCIATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).