How big is Montgomery Apex LLC's plan?

Montgomery Apex LLC's plan reported $117K in assets and 7 participants for 2024.

Original filing (PDF)20250717141129NAL0000217859001

Montgomery Apex LLC

Name: Montgomery Apex LLC — Apex Construction 401(k) Plan, Form 5500 (2024)
Creator: Montgomery Apex LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Construction 401(k) Plan

401(k) retirement plan · Montgomery Apex LLC's Apex Construction 401(k) Plan held $117K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

Marcus Bowie signed Montgomery Apex LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Apex LLC's EIN is 26-1920618.

EIN 26-1920618

Plan number 001

Plan year 2024

ACK ID 20250717141129NAL0000217859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Apex LLC'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 APEX LLC.

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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