Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTAGE FINANCIAL GROUP
EIN 46-0503218financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
24
29122 RANCHO VIEJO ROAD, SUITE 214 - SAN JUAN CAPISTRANO, CA 92675949-367-7700montagegroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 24 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
MONTAGE FINANCIAL GROUP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MONTAGE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTAGE FINANCIAL GROUP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 13 | 2024 | |
| 001 | MONTAGE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 11 | 2025 |
Retirement plans