What public Form 5500 filings show about the The Monastery Residences, LP 401(k) plan — and how to find and check your own account.
The Monastery Residences, LP (EIN 22-3624172) reports THE CLARE ESTATE 401(K) PLAN on its most recent Form 5500, with $105K in plan assets across 26 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 The Monastery Residences, LP filing — schedules, fees, and providers.
The Monastery Residences, LP’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 The Monastery Residences, LPHR for the recordkeeper’s name and login.