Montage Hotels and Resorts 401(k) plan

Montage Hotels and Resorts, LLC, Irvine, CA. EIN 03-0387343. Annual reports 2009–2025.

Montage Hotels and Resorts, LLC has one active retirement plan on file, the Montage Hotels & Resorts 401(k) Plan, with 5,334 participants and $139 million in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Montage Hotels and Resorts's filings since 2009.

Active plans: 1
Participants: 5,334
Plan assets: $139 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Hotels and restaurants

The plan

Montage Hotels & Resorts 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 03-0387343
Participants (2025): 5,334
Net assets (2025): $139 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Montage Hotels and Resorts, LLC
3 Ada Parkway, Suite 100
Irvine, CA 92618
(949) 715-5000As filed for 2025
In effect since: April 1, 2003

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,334	$139 million	Fidelity
2024	5,269	$113 million	Fidelity
2023	4,476	$91.4 million	Fidelity
2022	5,413	$67.8 million	Fidelity
2021	2,971	$76.5 million	Fidelity
2020	2,212	$64.4 million	Fidelity
2019	3,128	$64.7 million	Fidelity
2018	2,929	$50.0 million	Fidelity
2017	2,785	$48.8 million	Fidelity
2016	2,203	$38.9 million	Fidelity
2015	2,063	$32.3 million	Fidelity
2014	1,976	$29.1 million	Fidelity
2013	1,587	$21.6 million	Fidelity
2012	1,655	$16.9 million	Fidelity
2011	1,913	$14.1 million	Fidelity
2010	1,571	$13.0 million	Fidelity
2009	1,630	$11.7 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Montage Hotels & Resorts 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((949) 715-5000). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Montage Hotels & Resorts 401(k) Plan

If you had money in one of these plans

What these numbers are

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