How big is Montgomery Place's plan?

Montgomery Place's plan reported $1.5M in assets and 157 participants for 2024.

Original filing (PDF)20250514164429NAL0028307824001

Montgomery Place

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

Form 5500-SF

FILING_RECEIVED

Montgomery Place Employee Retirement Plan

401(k) retirement plan · Montgomery Place's Montgomery Place Employee Retirement Plan held $1.5M in plan assets for 157 participants in 2024.

Signals · 1

No auditor on file

Active participants

157

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

CHAD Carroll signed Montgomery Place's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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 Place's EIN is 36-3582046.

EIN 36-3582046

Plan number 001

Plan year 2024

ACK ID 20250514164429NAL0028307824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Place'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 PLACE.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score