Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTGOMERY VASCULAR SURGERY
EIN 63-1046994medical devicesLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
64
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 64 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#001
MONTGOMERY VASCULAR SURGERY 401(K) PLAN
401k
Assets$4.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY VASCULAR SURGERY 401(K) PLAN | 401k | $4.6M | 34 | 2025 | |
| 002 | MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | CashBalance | $2.8M | 30 | 2025 |
Retirement plans