How big is Montgomery Brothers Contracting, Inc.'s plan?

Montgomery Brothers Contracting, Inc.'s plan reported $474K in assets and 19 participants for 2024.

Original filing (PDF)20251012091335NAL0000056899001

Montgomery Brothers Contracting, Inc.

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

Form 5500-SF

FILING_RECEIVED

Montgomery Brothers 401(k) Retirement Savings Plan

401(k) retirement plan · Montgomery Brothers Contracting, Inc.'s Montgomery Brothers 401(k) Retirement Savings Plan held $474K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

Plan identifiers

Montgomery Brothers Contracting, Inc.'s EIN is 37-1634390.

EIN 37-1634390

Plan number 001

Plan year 2024

ACK ID 20251012091335NAL0000056899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Brothers Contracting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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