Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTGOMERY CORPORATION
EIN 68-0387759constructionLatest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
21
2262 CHAPMAN LANE - PETALUMA, CA 94952415-517-2608montgomerycorp.orgLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 21 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 CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$10.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MONTGOMERY CORPORATION CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants7
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 CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $10.6M | 14 | 2025 | |
| 003 | MONTGOMERY CORPORATION CASH BALANCE PLAN | CashBalance | $2.3M | 7 | 2025 |
Retirement plans