Montrose Environmental Group 401(k) Plan
Sponsored by Montrose Environmental Group, Inc. · EIN 464195044 · Plan #001
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 2,154
- With balances
- 2,832
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Investment management, Shareholder servicing fees | $205,197 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $123,697 |
| Wright, Ford, Young & Co | Accounting | $34,000 |