Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTGOMERY & PENDER, PC
EIN 45-0455434Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$250K assets
Welfare
0
Participants
6
5630 34TH AVENUE SOUTH, SUITE 120 - FARGO, ND 58104701-281-8001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $250K assets / 6 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
MONTGOMERY & PENDER, PC CASH BALANCE PLAN
CashBalance
Assets$170K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MONTGOMERY & PENDER, PC 401(K) RETIREMENT PLAN
401k
Assets$80K
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 | |
|---|---|---|---|---|---|---|
| 002 | MONTGOMERY & PENDER, PC CASH BALANCE PLAN | CashBalance | $170K | 2 | 2024 | |
| 001 | MONTGOMERY & PENDER, PC 401(K) RETIREMENT PLAN | 401k | $80K | 4 | 2024 |
Retirement plans