What public Form 5500 filings show about the Lakeview Christian Home of the Southwest, Inc. 401(k) plan — and how to find and check your own account.
Lakeview Christian Home of the Southwest, Inc. (EIN 85-0160614) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKEVIEW CHRISTIAN HOME OF THE SOUTH WEST, INC on its most recent Form 5500, with $2.6M in plan assets across 166 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 Lakeview Christian Home of the Southwest, Inc. filing — schedules, fees, and providers.
Lakeview Christian Home of the Southwest, Inc.’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 Lakeview Christian Home of the Southwest, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOON INSURANCE AGENCY, MUTUAL OF AMERICA INVESTMENTS, BOON ADMINISTRATIVE SERVICES.
