Original filing (PDF)20260420193946NAL0001808545001

Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions

Name: Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions — Form 5500 Plan 001 (2025)
Creator: Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Danone Simpson Insurance Services, LLC 401(k) Plan DBA Montage Insurance Solutions 401(k) Plan

401(k) retirement plan · Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions' Danone Simpson Insurance Services, LLC 401(k) Plan DBA Montage Insurance Solutions 401(k) Plan held $3.3M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions' EIN is 20-5219513.

EIN 20-5219513

Plan number 001

Plan year 2025

ACK ID 20260420193946NAL0001808545001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Danone Simpson Insurance Services, LLC DBA Montage Insurance Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANONE SIMPSON INSURANCE SERVICES, LLC DBA MONTAGE INSURANCE SOLUTIONS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score