Sponsor portfolio
MONTGOMERY-PETERSON, INC.
EIN 06-1029455Wholesale TradeLatest filing 2025
Plans
1
Retirement
1
$563K assets
Welfare
0
Participants
4
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY-PETERSON, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $563K | 4 | 2025 |
Retirement plans