How big is The Montrose Group, LLC's plan?

The Montrose Group, LLC's plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260424073036NAL0003018211001

The Montrose Group, LLC

Name: The Montrose Group, LLC — The Montrose Group, LLC, Form 5500 (2025)
Creator: The Montrose Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Montrose Group, LLC 401(k) Plan

401(k) retirement plan · The Montrose Group, LLC's The Montrose Group, LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

The Montrose Group, LLC's EIN is 26-4212515.

EIN 26-4212515

Plan number 001

Plan year 2025

ACK ID 20260424073036NAL0003018211001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Montrose Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Montrose Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MONTROSE GROUP, 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

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 (91st percentile).

Plan sponsor

Name

THE MONTROSE GROUP, LLC

EIN

all filings

Address

100 EAST BROAD STREET, SUITE 2320 · COLUMBUS, OH · 43215

Phone

(614) 738-2109

Industry

CPA Offices· Professional & Technical Services

Plan administrator