What public Form 5500 filings show about the Montessori Academy CARY 401(k) plan — and how to find and check your own account.
Montessori Academy CARY (EIN 83-1170077) reports TRIANGLE MONTESSORI ACADEMY 401(K) PLAN on its most recent Form 5500, with $90K in plan assets across 21 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 Montessori Academy CARY filing — schedules, fees, and providers.
Montessori Academy CARY’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 Montessori Academy CARYHR for the recordkeeper’s name and login.
