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  2. The Montgomery Academy

Filings through Oct 24, 2026.

The Montgomery Academy

EIN 63-0401358-primary/secondary education-Latest filing 2025
Plans
1
Retirement
1
$29.2M assets
Health & Benefits
0
Participants
360
3240 VAUGHN ROAD - MONTGOMERY, AL 36106334-273-7120montgomeryacademy.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
1 filing
#001403(b)-$29.2M - 360 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

THE MONTGOMERY ACADEMY RETIREMENT PLAN

403(b)

Assets$29.2M
Participants360
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE MONTGOMERY ACADEMY RETIREMENT PLAN403(b)$29.2M3602025
  • THE MONTGOMERY ACADEMY RETIREMENT PLAN$29.2M
    #001 · 403(b) · 2025360
Retirement plans
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