Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KESSOUS & KESSOUS MD PC D/B/A MONTGOMERY MEDICAL CLINIC
EIN 46-4273509Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
24
800 S. FREDERICK RD., #110 - GAITHERSBURG, MD 20877301-208-2273
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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
MONTGOMERY MEDICAL CLINIC CASH BALANCE PLAN
CashBalance
Assets$641K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MONTGOMERY MEDICAL CLINIC 401(K) PLAN
401k
Assets$521K
Participants12
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 MEDICAL CLINIC CASH BALANCE PLAN | CashBalance | $641K | 12 | 2024 | |
| 001 | MONTGOMERY MEDICAL CLINIC 401(K) PLAN | 401k | $521K | 12 | 2025 |
Retirement plans