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MONTAGE RECOVERY SOLUTIONS, LLC — MONTARE BEHAVIORAL HEALTH 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250611144948NAL0015866593001
MONTAGE RECOVERY SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
MONTARE BEHAVIORAL HEALTH 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
140
Accounts w/ balance
56
Plan assets (EOY)
$449K
Net assets (EOY)
$449K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONTAGE RECOVERY SOLUTIONS, LLC
.
Find decision makers
Plan sponsor
Name
MONTAGE RECOVERY SOLUTIONS, LLC
EIN
81-1009718
Address
17167 VENTURA BLVD. · ENCINO, CA · 91364
Phone
(310) 804-3084
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NEXTSTEP COUNSELING SERVICES, LLC
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