BMO FINANCIAL CORP. 401(k) Plan
What public Form 5500 filings show about the BMO FINANCIAL CORP. 401(k) plan — and how to find and check your own account.
The BMO FINANCIAL CORP. 401(k) on its latest Form 5500
BMO FINANCIAL CORP. (EIN 51-0275712) reports BMO 401(K) SAVINGS PLAN on its most recent Form 5500, with $5.0B in plan assets across 19,696 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 BMO FINANCIAL CORP. filing — schedules, fees, and providers.
Who runs the BMO FINANCIAL CORP. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BMO FINANCIAL CORP. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GROOM LAW GROUP CHARTERED, WILLIS TOWERS WATSON U S, BLUE CROSS BLUE SHIELD OF ILLINOIS, EXPRESS SCRIPTS, CONDUENT, MITCHELL & TITUS LLP.
How to check your BMO FINANCIAL CORP. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask BMO FINANCIAL CORP. 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).