How big is Montgomery Homes Inc.'s plan?

Montgomery Homes Inc.'s plan reported $17K in assets and 4 participants for 2024.

Original filing (PDF)20250723102352NAL0009977058001

Montgomery Homes Inc.

Name: Montgomery Homes Inc. — Montgomery Homes 401(k) Plan, Form 5500 (2024)
Creator: Montgomery Homes Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Homes 401(k) Plan

401(k) retirement plan · Montgomery Homes Inc.'s Montgomery Homes 401(k) Plan held $17K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Nick Rice signed Montgomery Homes Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Montgomery Homes Inc.'s EIN is 84-2739913.

EIN 84-2739913

Plan number 001

Plan year 2024

ACK ID 20250723102352NAL0009977058001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Homes Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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