What public Form 5500 filings show about the Montez Group, Inc. 401(k) plan — and how to find and check your own account.
Montez Group, Inc. (EIN 27-4826015) reports MONTEZ GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $927K in plan assets across 19 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 Montez Group, Inc. filing — schedules, fees, and providers.
Montez Group, 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 Montez Group, Inc.HR for the recordkeeper’s name and login.
