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Sponsor portfolio

MONTREUX INVESTMENTS, LLC

EIN 68-0656032-investment banking-Latest filing 2025
Plans
2
Retirement
2
$18.2M assets
Welfare
0
Participants
3
PO BOX 254 - VALHALLA, NY 10595205-933-7000LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$18.2M - 2 part#003401k-$3K - 1 part

Retirement portfolio analytics

2 plans aggregated / $18.2M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • INVESTMENTS, LLC 401(K) (#003)0%
Total $18.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • INVESTMENTS, LLC 401(K) (#003)1
Total 3Click 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#001

MONTREUX INVESTMENTS, LLC PROFIT SHARING PLAN

401k

Assets$18.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MONTREUX INVESTMENTS, LLC 401(K) PLAN

401k

Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTREUX INVESTMENTS, LLC PROFIT SHARING PLAN401k$18.2M22024
003MONTREUX INVESTMENTS, LLC 401(K) PLAN401k$3K12025
Retirement plans
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