How big is Montgomery Purdue PLLC's plan?

Montgomery Purdue PLLC's plan reported $36.6M in assets and 52 participants for 2024.

Original filing (PDF)20250417152433NAL0001986304001

Montgomery Purdue PLLC

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

Form 5500-SF

FILING_RECEIVED

Montgomery Purdue Retirement Plan

401(k) retirement plan · Montgomery Purdue PLLC's Montgomery Purdue Retirement Plan held $36.6M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36.6M

Net assets (EOY)

$36.6M

People on this filing

Shelby Stewart signed Montgomery Purdue PLLC's 2024 Form 5500 as plan administrator.

Shelby Stewart — 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 Purdue PLLC's EIN is 91-0534487.

EIN 91-0534487

Plan number 002

Plan year 2024

ACK ID 20250417152433NAL0001986304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Purdue PLLC'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 PURDUE PLLC.

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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