Wallace Montgomery & Associates, LLP's EIN is 52-1051946.
Download the official 2024 Form 5500 (PDF) for Wallace Montgomery & Associates, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wallace Montgomery & Associates, LLP's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
