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  2. Montgomery Financial Services LLC

Filings through Oct 24, 2026.

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Montgomery Financial Services LLC

EIN 45-3324209-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$656K assets
Welfare
0
Participants
6
11718 OCEAN GATEWAY - OCEAN CITY, MD 21842
Plans on this EIN
1 filing
#001401(k)-$656K - 6 part

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Retirement#001

MONTGOMERY FINANCIAL SERVICES 401(K) PLAN

401(k)

Assets$656K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTGOMERY FINANCIAL SERVICES 401(K) PLAN401(k)$656K62025
Retirement plans
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