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

The Montrose Group, LLC's plan reported $511K in assets and 4 participants for 2024.

Original filing (PDF)20250813150033NAL0025725218001

The Montrose Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Montrose Group, LLC Defined Benefit Plan

Defined-benefit pension plan · The Montrose Group, LLC's The Montrose Group, LLC Defined Benefit Plan held $511K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

Plan identifiers

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

EIN 26-4212515

Plan number 002

Plan year 2024

ACK ID 20250813150033NAL0025725218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Montrose Group, LLC's plan includes a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score