How big is Montgomery Fetten's plan?

Montgomery Fetten's plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250311084444NAL0017363777001

Montgomery Fetten

Name: Montgomery Fetten — Montgomery, Chapin & Fetten, Form 5500 (2024)
Creator: Montgomery Fetten
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery, Chapin & Fetten Profit Sharing Plan

Defined-contribution retirement plan · Montgomery Fetten's Montgomery, Chapin & Fetten Profit Sharing Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Montgomery Fetten's EIN is 22-2052033.

EIN 22-2052033

Plan number 002

Plan year 2024

ACK ID 20250311084444NAL0017363777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Fetten's plan includes profit-sharing, 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 MONTGOMERY FETTEN.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MONTGOMERY FETTEN

EIN

all filings

Address

745 ROUTE 202, SUITE 101 · BRIDGEWATER, NJ · 08807

Phone

(908) 203-8833

Industry

Law Offices· Professional & Technical Services

Plan administrator