Montes LCSW Inc. 401(k) Plan
What public Form 5500 filings show about the Montes LCSW Inc. 401(k) plan — and how to find and check your own account.
The Montes LCSW Inc. 401(k) on its latest Form 5500
Montes LCSW Inc. (EIN 83-2408799) reports MONTES LCSW 401(K) PLAN on its most recent Form 5500, with $110K in plan assets across 12 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 Montes LCSW Inc. filing — schedules, fees, and providers.
Who runs the Montes LCSW Inc. 401(k)?
Montes LCSW Inc.’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 Montes LCSW Inc.HR for the recordkeeper’s name and login.
How to check your Montes LCSW Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Montes LCSW 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).