How big is Montgomery Whitewater, LLC's plan?

Montgomery Whitewater, LLC's plan reported $5K in assets and 39 participants for 2024.

Original filing (PDF)20250702153950NAL0007384339001

Montgomery Whitewater, LLC

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

Form 5500-SF

FILING_RECEIVED

Montgomery Whitewater, LLC 401(k) Plan

401(k) retirement plan · Montgomery Whitewater, LLC's Montgomery Whitewater, LLC 401(k) Plan held $5K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Raymond Gerard signed Montgomery Whitewater, LLC's 2024 Form 5500 as plan administrator.

Raymond Gerard — 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 Whitewater, LLC's EIN is 88-2159740.

EIN 88-2159740

Plan number 001

Plan year 2024

ACK ID 20250702153950NAL0007384339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Whitewater, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WHITEWATER, LLC.

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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