What public Form 5500 filings show about the Lake Sherwood Estates Association 401(k) plan — and how to find and check your own account.
Lake Sherwood Estates Association (EIN 43-1025328) reports LAKE SHERWOOD ESTATES ASSOCIATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $308K in plan assets across 16 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.
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.
