What public Form 5500 filings show about the Lone Tree Cemetery Association 401(k) plan — and how to find and check your own account.
Lone Tree Cemetery Association (EIN 94-1145945) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE TREE CEMETERY ASSOCIATION on its most recent Form 5500, with $1.3M in plan assets across 5 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 Lone Tree Cemetery Association filing — schedules, fees, and providers.
Lone Tree Cemetery 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 Lone Tree Cemetery AssociationHR for the recordkeeper’s name and login.
