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Sponsor portfolio

MONTGOMERY PARTNERS, INC.

EIN 47-1351553-real estate-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
14
1040 REDWOOD HIGHWAY FRONTAGE ROAD - MILL VALLEY, CA 94941415-332-4440montgomerypartners.comLinkedIn11-50 employeesreal estate
Plans on this EIN
1 filing
#001401k-$1.1M - 14 part

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Retirement#001

MONTGOMERY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

401k

Assets$1.1M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTGOMERY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN401k$1.1M142025
Retirement plans
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