Sponsor portfolio
DANONE SIMPSON INSURANCE SERVICES, LLC DBA MONTAGE INSURANCE SOLUTIONS
EIN 20-5219513Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
40
24005 VENTURA BLVD - CALABASAS, CA 91302818-676-0044
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DANONE SIMPSON INSURANCE SERVICES, LLC 401(K) PLAN DBA MONTAGE INSURANCE SOLUTIONS 401(K) PLAN | 401k | $3.3M | 40 | 2025 |
Retirement plans