MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(k) plan — and how to find and check your own account.
The MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(k) on its latest Form 5500
MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. (EIN 31-1304722) reports MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.5M in plan assets across 23 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 MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. filing — schedules, fees, and providers.
Who runs the MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(k)?
MONTGOMERY INSURANCE & INVESTMENTS 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 MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).