Montgomery Advisors (EIN 94-3346341) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Montgomery Advisors Cash Balance Plan | 002 | 2 | $986K |
| Montgomery Advisors 401(k) Profit Sharing Plan and Trust | 001 | 2 | $88K |
94-3346341 is the Employer Identification Number (EIN) Montgomery Advisors reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
