How big is Montgomery Recovery Services, Inc.'s plan?

Montgomery Recovery Services, Inc.'s plan reported $445K in assets and 11 participants for 2024.

Original filing (PDF)20251013113243NAL0001130433001

Montgomery Recovery Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Montgomery Recovery Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Montgomery Recovery Services, Inc.'s Montgomery Recovery Services, Inc. 401(k) Profit Sharing Plan held $445K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

Plan identifiers

Montgomery Recovery Services, Inc.'s EIN is 52-1994289.

EIN 52-1994289

Plan number 001

Plan year 2024

ACK ID 20251013113243NAL0001130433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Recovery Services, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MONTGOMERY RECOVERY SERVICES, INC.

EIN

all filings

Address

14636 ROTHGEB DR · ROCKVILLE, MD · 208505394

Phone

(301) 762-5300

Industry

Health Care & Social Assistance

Plan administrator