How big is Montgomery Financial Services LLC's plan?

Montgomery Financial Services LLC's plan reported $461K in assets and 6 participants for 2024.

Original filing (PDF)20250412220937NAL0025739633070

Montgomery Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Montgomery Financial Services 401(k) Plan

401(k) retirement plan · Montgomery Financial Services LLC's Montgomery Financial Services 401(k) Plan held $461K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

Plan identifiers

Montgomery Financial Services LLC's EIN is 45-3324209.

EIN 45-3324209

Plan number 001

Plan year 2024

ACK ID 20250412220937NAL0025739633070

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL SERVICES LLC.

Finding similar companies…

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