What public Form 5500 filings show about the Los Altos Financial Group 401(k) plan — and how to find and check your own account.
Los Altos Financial Group (EIN 33-1074677) reports LOS ALTOS FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $156K in plan assets across 2 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 Los Altos Financial Group filing — schedules, fees, and providers.
Los Altos Financial Group’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 Los Altos Financial GroupHR for the recordkeeper’s name and login.
