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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE MONTROSE FOUNDATION, INC. 401(k) Plan

What public Form 5500 filings show about the THE MONTROSE FOUNDATION, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$1.7M
Participants
101
Plans on file
2

The THE MONTROSE FOUNDATION, INC. 401(k) on its latest Form 5500

THE MONTROSE FOUNDATION, INC. (EIN 04-2668765) reports THE MONTROSE FOUNDATION, INC. 403(B) PLAN on its most recent Form 5500, with $1.7M in plan assets across 101 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 THE MONTROSE FOUNDATION, INC. filing — schedules, fees, and providers.

Who runs the THE MONTROSE FOUNDATION, INC. 401(k)?

THE MONTROSE FOUNDATION, 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 THE MONTROSE FOUNDATION, INC.HR for the recordkeeper’s name and login.

How to check your THE MONTROSE FOUNDATION, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE MONTROSE FOUNDATION, 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).
More on this employer: THE MONTROSE FOUNDATION, INC. — all Form 5500 filings (EIN 04-2668765) · Massachusetts employer EIN lookup · Form 5500 search
THE MONTROSE FOUNDATION, INC. 401(k) Plan — Form 5500