How big is Montgomery Willard, LLC's plan?

Montgomery Willard, LLC's plan reported $4.3M in assets and 5 participants for 2024.

Original filing (PDF)20250731124158NAL0005262609001

Montgomery Willard, LLC

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

Form 5500-SF

FILING_RECEIVED

Montgomery Willard, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Montgomery Willard, LLC's Montgomery Willard, LLC 401(k) Profit Sharing Plan held $4.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Michael Montgomery signed Montgomery Willard, LLC's 2024 Form 5500 as plan administrator.

Michael 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 Willard, LLC's EIN is 26-2259591.

EIN 26-2259591

Plan number 001

Plan year 2024

ACK ID 20250731124158NAL0005262609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Willard, LLC'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 WILLARD, 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