How big is Andrea M Montgomery DDS PC's plan?

Andrea M Montgomery DDS PC's plan reported $1.5M in assets and 9 participants for 2025.

Original filing (PDF)20260406082119NAL0006090737001

Andrea M Montgomery DDS PC

Name: Andrea M Montgomery DDS PC — Andrea M Montgomery DDS, Form 5500 (2025)
Creator: Andrea M Montgomery DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrea M Montgomery DDS PC 401(k) Plan and Trust

401(k) retirement plan · Andrea M Montgomery DDS PC's Andrea M Montgomery DDS PC 401(k) Plan and Trust held $1.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Andrea M Montgomery DDS PC's EIN is 46-4315851.

EIN 46-4315851

Plan number 001

Plan year 2025

ACK ID 20260406082119NAL0006090737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Andrea M Montgomery DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Andrea M Montgomery DDS PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREA M MONTGOMERY DDS PC.

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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

Knocking points off