Original filing (PDF)20250930173243NAL0005617779001

MONTGOMERY & KOEBEL, INC

Name: MONTGOMERY & KOEBEL, INC — MONTGOMERY & KOEBEL 401K PSP, Form 5500 (2024)
Creator: MONTGOMERY & KOEBEL, INC

Form 5500-SF

FILING_RECEIVED

MONTGOMERY & KOEBEL 401K PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$958K

Net assets (EOY)

$958K

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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MONTGOMERY & KOEBEL, INC

EIN

65-0813779

Address

12700 BISCAYNE BLVD SUITE 303 · N. MIAMI, FL · 33181

Phone

(305) 892-1876

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