Colgan Capital, LLC d/b/a Montage Wealth Management (EIN 20-8021914) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $228K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Colgan Capital LLC 401(k) Plan | 001 | 6 | $228K |
20-8021914 is the Employer Identification Number (EIN) Colgan Capital, LLC d/b/a Montage Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
