What public Form 5500 filings show about the Montis Financial 401(k) plan — and how to find and check your own account.
Montis Financial (EIN 45-4656575) reports MONTIS FINANCIAL RETIREMENT TRUST on its most recent Form 5500, with $1.3M in plan assets across 15 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 Montis Financial filing — schedules, fees, and providers.
Montis Financial’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 Montis FinancialHR for the recordkeeper’s name and login.
