SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. 401(k) Plan
What public Form 5500 filings show about the SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. 401(k) plan — and how to find and check your own account.
The SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. 401(k) on its latest Form 5500
SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. (EIN 27-5014341) reports SOUTHWEST INSTITUTE OF MONTESSORI STUDIES 401(K) PLAN on its most recent Form 5500, with $137K in plan assets across 9 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 SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. filing — schedules, fees, and providers.
Who runs the SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. 401(k)?
SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, 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 SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC.HR for the recordkeeper’s name and login.
How to check your SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SOUTHWEST INSTITUTE OF MONTESSORI STUDIES, 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).