What public Form 5500 filings show about the William P. Montague 401(k) plan — and how to find and check your own account.
William P. Montague (EIN 10-0004244) reports WILLIAM P. MONTAGUE 401 (K) PLAN on its most recent Form 5500, with $2.7M in plan assets across 1 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 William P. Montague filing — schedules, fees, and providers.
William P. Montague’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 William P. MontagueHR for the recordkeeper’s name and login.
