How big is Montage Partners' plan?

Montage Partners' plan reported $51K in assets and 11 participants for 2024.

Original filing (PDF)20250710132942NAL0015204514001

Montage Partners

Name: Montage Partners — Montage Partners 401(k) Plan, Form 5500 (2024)
Creator: Montage Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montage Partners 401(k) Plan

401(k) retirement plan · Montage Partners' Montage Partners 401(k) Plan held $51K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Christopher Young signed Montage Partners' 2024 Form 5500 as plan administrator.

Christopher Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montage Partners' EIN is 99-0372750.

EIN 99-0372750

Plan number 001

Plan year 2024

ACK ID 20250710132942NAL0015204514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montage Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off