What public Form 5500 filings show about the Monticello Area Community Action Agency 401(k) plan — and how to find and check your own account.
Monticello Area Community Action Agency (EIN 54-0799964) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF MONTICELLO AREA COMMUNITY ACTION AGENCY on its most recent Form 5500, with $316K in plan assets across 4 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 Monticello Area Community Action Agency filing — schedules, fees, and providers.
Monticello Area Community Action Agency’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 Monticello Area Community Action AgencyHR for the recordkeeper’s name and login.