How big is Montgomery Endocrinology, LLC's plan?

Montgomery Endocrinology, LLC's plan reported $714K in assets and 3 participants for 2024.

Original filing (PDF)20250615061904NAL0000405138001

Montgomery Endocrinology, LLC

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

Form 5500-SF

FILING_RECEIVED

Montgomery Endocrinology, LLC 401(k) Plan

401(k) retirement plan · Montgomery Endocrinology, LLC's Montgomery Endocrinology, LLC 401(k) Plan held $714K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

People on this filing

Tinku Mannan signed Montgomery Endocrinology, LLC's 2024 Form 5500 as plan administrator.

Tinku Mannan — 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 Endocrinology, LLC's EIN is 27-2185995.

EIN 27-2185995

Plan number 001

Plan year 2024

ACK ID 20250615061904NAL0000405138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Endocrinology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ENDOCRINOLOGY, 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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MONTGOMERY ENDOCRINOLOGY, LLC

EIN

all filings

Address

PO BOX 60528 · POTOMAC, MD · 20859

Phone

(301) 651-4147

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator