Montrose Advisors Incorporated

LOIS McNaughton signed Montrose Advisors Incorporated's 2025 Form 5500 as plan administrator.

• LOIS McNaughton — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Montrose Advisors Incorporated's EIN is 13-3682463.

Download the official 2025 Form 5500 (PDF) for Montrose Advisors Incorporated from the U.S. Department of Labor's EFAST2 system.

Montrose Advisors Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.