What public Form 5500 filings show about the Ortho Montana, PSC 401(k) plan — and how to find and check your own account.
Ortho Montana, PSC (EIN 81-0303109) reports ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN on its most recent Form 5500, with $30.1M in plan assets across 97 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 Ortho Montana, PSC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ortho Montana, PSC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC WEALTH MANAGEMENT, ALLIED INVESTMENTS, BOON CHAPMAN, EMPOWER ADVISORY GROUP, MERRILL LYNCH PIERCE FENNER & SMITH, RANDALL AND HURLEY.
