How big is Montgomery Advisors' plan?

Montgomery Advisors' plan reported $986K in assets and 2 participants for 2024.

Original filing (PDF)20251002173425NAL0001200784001

Montgomery Advisors

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

Form 5500-SF

FILING_RECEIVED

Montgomery Advisors Cash Balance Plan

Defined-benefit pension plan · Montgomery Advisors' Montgomery Advisors Cash Balance Plan held $986K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

Montgomery Advisors' EIN is 94-3346341.

EIN 94-3346341

Plan number 002

Plan year 2024

ACK ID 20251002173425NAL0001200784001

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 a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score