How big is Montgomery Insurance Services' plan?

Montgomery Insurance Services' plan reported $8.6M in assets and 25 participants for 2024.

Original filing (PDF)20250915100609NAL0002170642001

Montgomery Insurance Services

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

Form 5500-SF

FILING_RECEIVED

Montgomery Insurance Services, Inc. Employee PSP & Trust

401(k) retirement plan · Montgomery Insurance Services' Montgomery Insurance Services, Inc. Employee PSP & Trust held $8.6M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Donald Hosier signed Montgomery Insurance Services' 2024 Form 5500 as plan administrator.

Donald Hosier — 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 Insurance Services' EIN is 23-1948889.

EIN 23-1948889

Plan number 001

Plan year 2024

ACK ID 20250915100609NAL0002170642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Insurance Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSURANCE SERVICES.

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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