Stable plan record

MONTANA & WELCH 401(K) SAVINGS PLAN

Sponsored by MONTANA & WELCH LLC · EIN/PN 393635881-001

Selected filing history

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

Employer money per active participant
2025
$8,653
Administrative cost per participant
2025
$549
Active participants
2025
18
Total plan assets
2025
$2,141,882
Participant loans as a share of assets
2025
0.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260612093039NAL000685497700118$8,653
Public filing identifier

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