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MONTAG & CALDWELL, LLC

EIN 26-3165863-investment management-Latest filing 2025
Plans
1
Retirement
1
$13.4M assets
Welfare
0
Participants
16
3455 PEACHTREE ROAD NE, SUITE 1500 - ATLANTA, GA 30326404-836-7124montag.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$13.4M - 16 part

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Retirement#002

MONTAG & CALDWELL 401(K) PROFIT SHARING PLAN

401k

Assets$13.4M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MONTAG & CALDWELL 401(K) PROFIT SHARING PLAN401k$13.4M162025
Retirement plans
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