What public Form 5500 filings show about the The Monticello Co Inc., 401(k) plan — and how to find and check your own account.
The Monticello Co Inc., (EIN 35-1768496) reports THE MONTICELLO CO 401(K) RETIREMENT PLAN on its most recent Form 5500, with $224K 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 The Monticello Co Inc., filing — schedules, fees, and providers.
The Monticello Co 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 The Monticello Co Inc.,HR for the recordkeeper’s name and login.
