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  2. MONTGOMERY & KOEBEL, INC
Sponsor portfolio

MONTGOMERY & KOEBEL, INC

EIN 65-0813779-real estate-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
6
12700 BISCAYNE BLVD SUITE 303 - N. MIAMI, FL 33181305-892-1876LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$883K - 3 part#001401k-$829K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • KOEBEL 401K PSP (#001)48%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • KOEBEL 401K PSP (#001)3
Total 6Click row to drill in

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 & KOEBEL, INC. CASH BALANCE PLAN

CashBalance

Assets$883K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MONTGOMERY & KOEBEL 401K PSP

401k

Assets$829K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONTGOMERY & KOEBEL, INC. CASH BALANCE PLANCashBalance$883K32024
001MONTGOMERY & KOEBEL 401K PSP401k$829K32025
Retirement plans
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