Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTROSE SMALL ANIMAL HOSPITAL, INC. DBA MONTROSE PET HOSPITAL
EIN 27-3578773medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
61
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 61 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
MONTROSE SMALL ANIMAL HOSPITAL, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MONTROSE PET HOSPITAL 401(K) PLAN
401k
Assets$122K
Participants48
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 | MONTROSE SMALL ANIMAL HOSPITAL, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 13 | 2024 | |
| 001 | MONTROSE PET HOSPITAL 401(K) PLAN | 401k | $122K | 48 | 2025 |
Retirement plans