How big is Montgomery & Andrews, P.A.'s plan?

Montgomery & Andrews, P.A.'s plan reported $15.4M in assets and 18 participants for 2024.

Original filing (PDF)20250626092137NAL0005070867001

Montgomery & Andrews, P.A.

Name: Montgomery & Andrews, P.A. — Montgomery & Andrews, Form 5500 (2024)
Creator: Montgomery & Andrews, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery & Andrews, P.A. Retirement Plan

401(k) retirement plan · Montgomery & Andrews, P.A.'s Montgomery & Andrews, P.A. Retirement Plan held $15.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Theresa Garduno signed Montgomery & Andrews, P.A.'s 2024 Form 5500 as plan administrator.

Theresa Garduno — 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 & Andrews, P.A.'s EIN is 85-0262814.

EIN 85-0262814

Plan number 002

Plan year 2024

ACK ID 20250626092137NAL0005070867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montgomery & Andrews, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery & Andrews, P.A.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (98th percentile).

Plan sponsor

Name

MONTGOMERY & ANDREWS, P.A.

EIN

all filings

Address

325 PASEO DE PERALTA · SANTA FE, NM · 87501

Phone

(505) 982-3873

Industry

Law Offices· Professional & Technical Services

Plan administrator