MARTHA LLOYD SCHOOL, INC. 401(k) Plan
What public Form 5500 filings show about the MARTHA LLOYD SCHOOL, INC. 401(k) plan — and how to find and check your own account.
The MARTHA LLOYD SCHOOL, INC. 401(k) on its latest Form 5500
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.
Who runs the MARTHA LLOYD SCHOOL, INC. 401(k)?
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.
How to check your MARTHA LLOYD SCHOOL, INC. 401(k)
- Log in to JULY BUSINESS SERVICES’s participant portal (the site on your statements).
- Ask MARTHA LLOYD SCHOOL, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).