Sponsor portfolioTH
MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC.
EIN 31-1304722insuranceLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
Participants
36
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.5M | 25 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans