What public Form 5500 filings show about the Martha Lloyd School, Inc. 401(k) plan — and how to find and check your own account.
Martha Lloyd School, Inc. (EIN 24-0798830) reports MARTHA LLOYD COMMUNITY SERVICES RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $4.5M in plan assets across 297 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 Martha Lloyd School, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Martha Lloyd School, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, ALLIANT INSURANCE SERVICES, HIGHMARK BCBS NEPA, BENECON GROUP.
