Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $101.8M assets / 257 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.7M premiums / 147 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - INDEPENDENCE BLUE CROSS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | 401(k) | $74.4M | 152 | 2025 |
| #004 | MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATES | 401(k) | $27.5M | 105 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP FLEXIBLE BENEFITS PLAN | Fully insured | INDEPENDENCE BLUE CROSS | $1.7M | 147 | 2025 |