How big is Montgomery Truss & Panel, Inc.'s plan?

Montgomery Truss & Panel, Inc.'s plan reported $5.7M in assets and 68 participants for 2025.

Original filing (PDF)20260519111752NAL0000966369001

Montgomery Truss & Panel, Inc.

Name: Montgomery Truss & Panel, Inc. — Montgomery Truss &, Form 5500 (2025)
Creator: Montgomery Truss & Panel, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Truss & Panel, Inc. 401(k) Retirement Plan

401(k) retirement plan · Montgomery Truss & Panel, Inc.'s Montgomery Truss & Panel, Inc. 401(k) Retirement Plan held $5.7M in plan assets for 68 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan identifiers

Montgomery Truss & Panel, Inc.'s EIN is 25-1334020.

EIN 25-1334020

Plan number 001

Plan year 2025

ACK ID 20260519111752NAL0000966369001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montgomery Truss & Panel, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montgomery Truss & Panel, Inc.'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 MONTGOMERY TRUSS & PANEL, INC..

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Plan health score

Above-average plan

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

Knocking points off