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  2. Errol L. Montgomery & Associates, Inc.

Filings through Oct 24, 2026.

Errol L. Montgomery & Associates, Inc.

EIN 86-0484626-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$24.4M assets
Health & Benefits
0
Participants
116
1550 EAST PRINCE ROAD - TUCSON, AZ 85719520-881-4912elmontgomery.netLinkedIn51-200 employees
Plans on this EIN
1 filing
#001401(k)-$24.4M - 116 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ERROL L. MONTGOMERY & ASSOCIATES 401(K) PLAN

401(k)

Assets$24.4M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ERROL L. MONTGOMERY & ASSOCIATES 401(K) PLAN401(k)$24.4M1162025
  • ERROL L. MONTGOMERY & ASSOCIATES 401(K) PLAN$24.4M
    #001 · 401(k) · 2025116
Retirement plans
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