How big is The Montrose Center's plan?

The Montrose Center's plan reported $2.8M in assets and 87 participants for 2023.

Original filing (PDF)20250304150357NAL0014221394001

The Montrose Center

Name: The Montrose Center — The Montrose Center 403(b), Form 5500 (2023)
Creator: The Montrose Center
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Montrose Center 403(b) Plan

403(b) retirement plan · The Montrose Center's The Montrose Center 403(b) Plan held $2.8M in plan assets for 87 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Avery Belyeu signed The Montrose Center's 2023 Form 5500 as plan administrator.

Avery Belyeu — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Montrose Center's EIN is 74-2050245.

EIN 74-2050245

Plan number 001

Plan year 2023

ACK ID 20250304150357NAL0014221394001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Montrose Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Montrose Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MONTROSE CENTER.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off