Assets by plan
Share of aggregate retirement assets
Filings through .
Montreux Investments, LLC
EIN 68-0656032investment bankingLatest filing 2025
Plans
2
Retirement
2
$18.7M assets
Health & Benefits
0
Participants
2
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.7M assets / 2 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MONTREUX INVESTMENTS, LLC PROFIT SHARING PLAN
401(k)
Assets$18.6M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
MONTREUX INVESTMENTS, LLC 401(K) PLAN
401(k)
Assets$3K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONTREUX INVESTMENTS, LLC PROFIT SHARING PLAN | 401(k) | $18.6M | 1 | 2025 |
| #003 | MONTREUX INVESTMENTS, LLC 401(K) PLAN | 401(k) | $3K | 1 | 2025 |
- #001 · 401(k) · 20251
- #003 · 401(k) · 20251
Retirement plans