Original filing (PDF)20251126140740NAL0002529459001

MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC.

Name: MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. — MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC.

Form 5500-SF

FILING_RECEIVED

MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$42K

Net assets (EOY)

$15K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC..

Plan sponsor

Name

MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC.

EIN

31-1304722

Address

114 S DETROIT ST · XENIA, OH · 45385

Phone

(937) 372-7646

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator