How big is Montgomery Kennedy's plan?

Montgomery Kennedy's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251003085820NAL0002977458001

Montgomery Kennedy

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

Form 5500-SF

FILING_RECEIVED

Montgomery Kennedy Cash Balance Plan

Defined-benefit pension plan · Montgomery Kennedy's Montgomery Kennedy Cash Balance Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Suzanne DYER signed Montgomery Kennedy's 2024 Form 5500 as plan administrator.

Suzanne DYER — 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 Kennedy's EIN is 95-4468890.

EIN 95-4468890

Plan number 002

Plan year 2024

ACK ID 20251003085820NAL0002977458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Kennedy's plan includes a defined-benefit pension formula, 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 KENNEDY.

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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