What public Form 5500 filings show about the Michael G. Montag Insurance Agency, Inc. 401(k) plan — and how to find and check your own account.
Michael G. Montag Insurance Agency, Inc. (EIN 22-3115607) reports MICHAEL G. MONTAG INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $637K in plan assets across 14 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 Michael G. Montag Insurance Agency, Inc. filing — schedules, fees, and providers.
Michael G. Montag Insurance Agency, 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 Michael G. Montag Insurance Agency, Inc.HR for the recordkeeper’s name and login.
