P 401(k) Plan Report

Stable plan record

MONTROSE ADVISORS INCORPORATED PROFIT SHARING/401(K) PLAN

Sponsored by MONTROSE ADVISORS INCORPORATED · EIN/PN 133682463-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,559
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$2,555,372
Participant loans as a share of assets
2025
0.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260325073640NAL00057231520015$3,559
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.