What public Form 5500 filings show about the MONA SHAH & Associates, PLLC 401(k) plan — and how to find and check your own account.
MONA SHAH & Associates, PLLC (EIN 46-5580855) reports MONA SHAH & ASSOCIATES, PLLC PROFIT SHARING PLAN on its most recent Form 5500, with $345K in plan assets across 8 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 MONA SHAH & Associates, PLLC filing — schedules, fees, and providers.
MONA SHAH & Associates, PLLC’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 MONA SHAH & Associates, PLLCHR for the recordkeeper’s name and login.
