How big is Worksource Montgomery, Inc.'s plan?

Worksource Montgomery, Inc.'s plan reported $1.0M in assets and 118 participants for 2024.

Original filing (PDF)20250627100127NAL0009677041001

Worksource Montgomery, Inc.

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

Form 5500-SF

FILING_RECEIVED

Worksource Montgomery, Inc. 403(b) Plan

403(b) retirement plan · Worksource Montgomery, Inc.'s Worksource Montgomery, Inc. 403(b) Plan held $1.0M in plan assets for 118 participants in 2024.

Active participants

118

Accounts w/ balance

124

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Worksource Montgomery, Inc.'s EIN is 46-2725986.

EIN 46-2725986

Plan number 001

Plan year 2024

ACK ID 20250627100127NAL0009677041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Worksource Montgomery, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, 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 WORKSOURCE MONTGOMERY, INC..

Finding similar companies…

Plan health score

Above-average plan

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