Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MONTROSE GROUP, LLC
EIN 26-4212515government relationsLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
100 EAST BROAD STREET, SUITE 2320 - COLUMBUS, OH 43215614-738-2109montrosegroupllc.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 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#001
THE MONTROSE GROUP, LLC 401(K) PLAN
401k
Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE MONTROSE GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$511K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MONTROSE GROUP, LLC 401(K) PLAN | 401k | $1.2M | 7 | 2025 | |
| 002 | THE MONTROSE GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $511K | 4 | 2024 |
Retirement plans