What public Form 5500 filings show about the ZERO to Five Montana 401(k) plan — and how to find and check your own account.
ZERO to Five Montana (EIN 93-3037949) reports MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN ADOPTED BY ZERO TO FIVE MONTANA on its most recent Form 5500, with $190K in plan assets across 9 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 ZERO to Five Montana filing — schedules, fees, and providers.
ZERO to Five Montana’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 ZERO to Five MontanaHR for the recordkeeper’s name and login.
