How big is Montgomery Advisors' plan?

Montgomery Advisors' plan reported $88K in assets and 2 participants for 2024.

Original filing (PDF)20251002170054NAL0000463475001

Montgomery Advisors

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

Form 5500-SF

FILING_RECEIVED

Montgomery Advisors 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Montgomery Advisors' Montgomery Advisors 401(k) Profit Sharing Plan and Trust held $88K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Montgomery Advisors' EIN is 94-3346341.

EIN 94-3346341

Plan number 001

Plan year 2024

ACK ID 20251002170054NAL0000463475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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