How big is Montgomery Excavation Inc.'s plan?

Montgomery Excavation Inc.'s plan reported $520K in assets and 13 participants for 2024.

Original filing (PDF)20251015102953NAL0005803232001

Montgomery Excavation Inc.

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

Form 5500-SF

FILING_RECEIVED

Montgomery Retirement

401(k) retirement plan · Montgomery Excavation Inc.'s Montgomery Retirement held $520K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

People on this filing

Jared Montgomery signed Montgomery Excavation Inc.'s 2024 Form 5500 as plan administrator.

Jared 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

Montgomery Excavation Inc.'s EIN is 26-1879593.

EIN 26-1879593

Plan number 001

Plan year 2024

ACK ID 20251015102953NAL0005803232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Excavation Inc.'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 EXCAVATION INC.

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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