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  2. MONTGOMERY KENNEDY
Sponsor portfolio

MONTGOMERY KENNEDY

EIN 95-4468890-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
20 PORTUGUESE BEND ROAD - ROLLING HILLS, CA 90274310-528-7480
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 5 part#001401k-$191K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CASH BALANCE PLAN (#002)90%
  • PROFIT SHARING PLAN (#001)10%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click 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 KENNEDY CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONTGOMERY KENNEDY 401(K) & PROFIT SHARING PLAN

401k

Assets$191K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONTGOMERY KENNEDY CASH BALANCE PLANCashBalance$1.6M52024
001MONTGOMERY KENNEDY 401(K) & PROFIT SHARING PLAN401k$191K52024
Retirement plans
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