How big is William P. Montague's plan?

William P. Montague's plan reported $2.7M in assets and 1 participants for 2024.

Original filing (PDF)20250918131724NAL0003260978001

William P. Montague

Name: William P. Montague — William P. Montague 401 (K), Form 5500 (2024)
Creator: William P. Montague
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William P. Montague 401 (K) Plan

401(k) retirement plan · William P. Montague's William P. Montague 401 (K) Plan held $2.7M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

William P Montague signed William P. Montague's 2024 Form 5500 as plan administrator.

William P Montague — 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

William P. Montague's EIN is 10-0004244.

EIN 10-0004244

Plan number 002

Plan year 2024

ACK ID 20250918131724NAL0003260978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William P. Montague from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William P. Montague's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM P. MONTAGUE.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WILLIAM P. MONTAGUE

EIN

all filings

Address

9729 SILVER BIRCH CT · CLARENCE CENTER, NY · 14032

Phone

(716) 583-5007

Industry

Professional & Technical Services

Plan administrator