How big is The Montrose Foundation, Inc.'s plan?

The Montrose Foundation, Inc.'s plan reported $1.7M in assets and 101 participants for 2024.

Original filing (PDF)20260123135446NAL0008425266001

The Montrose Foundation, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Montrose Foundation, Inc. 403(b) Plan

401(k) retirement plan · The Montrose Foundation, Inc.'s The Montrose Foundation, Inc. 403(b) Plan held $1.7M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Fadia Brangwynne signed The Montrose Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Fadia Brangwynne — 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

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

EIN 04-2668765

Plan number 002

Plan year 2024

ACK ID 20260123135446NAL0008425266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Montrose Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score