What public Form 5500 filings show about the Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions 401(k) plan — and how to find and check your own account.
Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions (EIN 20-5219513) reports DANONE SIMPSON INSURANCE SERVICES, LLC 401(K) PLAN DBA MONTAGE INSURANCE SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $3.3M 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 Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions filing — schedules, fees, and providers.
Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions’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 Danone Simpson Insurance Services, LLC DBA Montage Insurance SolutionsHR for the recordkeeper’s name and login.
