Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTGOMERY FETTEN
EIN 22-2052033Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
21
745 ROUTE 202206, SUITE 101 - CLINTON, NJ 08809908-203-8833
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MONTGOMERY, CHAPIN & FETTEN PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MONTGOMERY FETTEN, P.A. 401(K) PLAN
401k
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTGOMERY, CHAPIN & FETTEN PROFIT SHARING PLAN | ProfitSharing | $2.1M | 11 | 2025 | |
| 001 | MONTGOMERY FETTEN, P.A. 401(K) PLAN | 401k | $1.7M | 10 | 2025 |
Retirement plans