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MONTAGUE DEROSE AND ASSOCIATES, LLC

EIN 95-4529722-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.5M assets
Welfare
0
Participants
19
3100 OAK ROAD, SUITE 210 - WALNUT CREEK, CA 94597925-256-9797montaguederose.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$8.5M - 19 part

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Retirement#001

MONTAGUE DEROSE AND ASSOCIATES, LLC 401(K) PLAN

401k

Assets$8.5M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTAGUE DEROSE AND ASSOCIATES, LLC 401(K) PLAN401k$8.5M192025
Retirement plans
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