Original filing (PDF)20260407083342NAL0008448369001

Montgomery Fetten, P.A.

Name: Montgomery Fetten, P.A. — Montgomery Fetten, P.A., Form 5500 (2025)
Creator: Montgomery Fetten, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Fetten, P.A. 401(k) Plan

401(k) retirement plan · Montgomery Fetten, P.A.'s Montgomery Fetten, P.A. 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

John Fetten signed Montgomery Fetten, P.A.'s 2025 Form 5500 as plan administrator.

John Fetten — 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

Montgomery Fetten, P.A.'s EIN is 22-2052033.

EIN 22-2052033

Plan number 001

Plan year 2025

ACK ID 20260407083342NAL0008448369001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montgomery Fetten, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montgomery Fetten, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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