The Montgomery Academy Retirement Plan
Sponsored by The Montgomery Academy · EIN 630401358 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 218
- With balances
- 271
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator | $1,203 |