How big is Robert H Montgomery III ESQ PC's plan?

Robert H Montgomery III ESQ PC's plan reported $537K in assets and 4 participants for 2024.

Original filing (PDF)20250729145902NAL0004138224001

Robert H Montgomery III ESQ PC

Name: Robert H Montgomery III ESQ PC — Robert H Montgomery, Form 5500 (2024)
Creator: Robert H Montgomery III ESQ PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert H Montgomery III ESQ PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert H Montgomery III ESQ PC's Robert H Montgomery III ESQ PC 401(k) Profit Sharing Plan & Trust held $537K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$537K

Net assets (EOY)

$537K

People on this filing

Kimberly Montgomery signed Robert H Montgomery III ESQ PC's 2024 Form 5500 as plan administrator.

Kimberly Montgomery — 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

Robert H Montgomery III ESQ PC's EIN is 23-2956127.

EIN 23-2956127

Plan number 001

Plan year 2024

ACK ID 20250729145902NAL0004138224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert H Montgomery III ESQ PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert H Montgomery III ESQ PC's 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 ROBERT H MONTGOMERY III ESQ PC.

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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 (96th percentile).

Plan sponsor

Name

ROBERT H MONTGOMERY III ESQ PC

EIN

all filings

Address

230 S BROAD ST STE 305 · PHILADELPHIA, PA · 191024109

Phone

(215) 731-1404

Industry

Law Offices· Professional & Technical Services

Plan administrator