What public Form 5500 filings show about the BMO Financial Corp. 401(k) plan — and how to find and check your own account.
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.
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): WILLIS TOWERS WATSON U S, GROOM LAW GROUP CHARTERED, CONDUENT, EXPRESS SCRIPTS, BLUE CROSS BLUE SHIELD OF ILLINOIS, BUSINESS HEALTH CARE GROUP OF WI.
