How big is Montage Financial Group's plan?

Montage Financial Group's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20251012161230NAL0000121331001

Montage Financial Group

Name: Montage Financial Group — Montage Financial Group, Form 5500 (2024)
Creator: Montage Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montage Financial Group Defined Benefit Pension Plan

Defined-benefit pension plan · Montage Financial Group's Montage Financial Group Defined Benefit Pension Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Montage Financial Group's EIN is 46-0503218.

EIN 46-0503218

Plan number 002

Plan year 2024

ACK ID 20251012161230NAL0000121331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montage Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montage Financial Group's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTAGE FINANCIAL GROUP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score