Original filing (PDF)20250820102014NAL0003161537001

Montrose Foundation Inc.

Name: Montrose Foundation Inc. — Montrose School 401(k), Form 5500 (2024)
Creator: Montrose Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montrose School 401(k) Plan

401(k) retirement plan · Montrose Foundation Inc.'s Montrose School 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Montrose Foundation Inc.'s EIN is 04-2668765.

EIN 04-2668765

Plan number 001

Plan year 2024

ACK ID 20250820102014NAL0003161537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montrose Foundation Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score