What public Form 5500 filings show about the Montana School Boards Association 401(k) plan — and how to find and check your own account.
Montana School Boards Association (EIN 81-0247703) reports MONTANA SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $11.4M in plan assets across 24 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 Montana School Boards Association filing — schedules, fees, and providers.
Montana School Boards Association’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 Montana School Boards AssociationHR for the recordkeeper’s name and login.
