Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
MONTGOMERY PACIFIC CORPORATION
EIN 47-3561970law practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
4120 DOUGLAS BLVD., #306-196 - GRANITE BAY, CA 95746808-469-4535montgomerypacific.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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 PACIFIC CORPORATION DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MONTGOMERY PACIFIC CORPORATION 401(K) PLAN & TRUST
401k
Assets$611K
Participants8
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 | MONTGOMERY PACIFIC CORPORATION DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.5M | 6 | 2025 | |
| 001 | MONTGOMERY PACIFIC CORPORATION 401(K) PLAN & TRUST | 401k | $611K | 8 | 2025 |
Retirement plans