Civic Intelligence

The Montrose Group LLC

Plan context: THE MONTROSE GROUP, LLC 401(K) PLAN

EIN 26-4212515 • Columbus, OH • 11 filings • 2 plans

100 East Broad Street, Suite 2320Columbus, OH 43215
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,166,380

2025 Contributions

$197,408

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,357,586$678,793$0201920222025YearValue
$1,166,380Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201920222025YearValue
7Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202517$1,166,380$197,408$28,201iApproximate average salary by contribution assumption: employee only about $705,029 at 4% or $470,019 at 6%; with 50% employer match about $470,019 at 4% or $313,346 at 6%; with 100% employer match about $352,514 at 4% or $235,010 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-7$1,166,380$197,408$28,201iApproximate average salary by contribution assumption: employee only about $705,029 at 4% or $470,019 at 6%; with 50% employer match about $470,019 at 4% or $313,346 at 6%; with 100% employer match about $352,514 at 4% or $235,010 at 6%.
202427$1,357,586$345,392$49,342iApproximate average salary by contribution assumption: employee only about $1,233,543 at 4% or $822,362 at 6%; with 50% employer match about $822,362 at 4% or $548,241 at 6%; with 100% employer match about $616,771 at 4% or $411,181 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-7$846,533$196,392$28,056iApproximate average salary by contribution assumption: employee only about $701,400 at 4% or $467,600 at 6%; with 50% employer match about $467,600 at 4% or $311,733 at 6%; with 100% employer match about $350,700 at 4% or $233,800 at 6%.
The Montrose Group LLC Defined Benefit Plan-4$511,053$149,000$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
202325$937,333$278,187$55,637iApproximate average salary by contribution assumption: employee only about $1,390,935 at 4% or $927,290 at 6%; with 50% employer match about $927,290 at 4% or $618,193 at 6%; with 100% employer match about $695,468 at 4% or $463,645 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-5$592,300$151,388$30,278iApproximate average salary by contribution assumption: employee only about $756,940 at 4% or $504,627 at 6%; with 50% employer match about $504,627 at 4% or $336,418 at 6%; with 100% employer match about $378,470 at 4% or $252,313 at 6%.
The Montrose Group LLC Defined Benefit Plan-4$345,033$126,799$31,700iApproximate average salary by contribution assumption: employee only about $792,494 at 4% or $528,329 at 6%; with 50% employer match about $528,329 at 4% or $352,219 at 6%; with 100% employer match about $396,247 at 4% or $264,165 at 6%.
202224$611,487$248,350$62,088iApproximate average salary by contribution assumption: employee only about $1,552,188 at 4% or $1,034,792 at 6%; with 50% employer match about $1,034,792 at 4% or $689,861 at 6%; with 100% employer match about $776,094 at 4% or $517,396 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-4$403,101$133,350$33,338iApproximate average salary by contribution assumption: employee only about $833,438 at 4% or $555,625 at 6%; with 50% employer match about $555,625 at 4% or $370,417 at 6%; with 100% employer match about $416,719 at 4% or $277,813 at 6%.
The Montrose Group LLC Defined Benefit Plan-4$208,386$115,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
202124$412,677$202,445$50,611iApproximate average salary by contribution assumption: employee only about $1,265,281 at 4% or $843,521 at 6%; with 50% employer match about $843,521 at 4% or $562,347 at 6%; with 100% employer match about $632,641 at 4% or $421,760 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-4$312,677$102,445$25,611iApproximate average salary by contribution assumption: employee only about $640,281 at 4% or $426,854 at 6%; with 50% employer match about $426,854 at 4% or $284,569 at 6%; with 100% employer match about $320,141 at 4% or $213,427 at 6%.
The Montrose Group LLC Defined Benefit Plan-4$100,000$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202013$190,318$86,469$28,823iApproximate average salary by contribution assumption: employee only about $720,575 at 4% or $480,383 at 6%; with 50% employer match about $480,383 at 4% or $320,256 at 6%; with 100% employer match about $360,288 at 4% or $240,192 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-3$190,318$86,469$28,823iApproximate average salary by contribution assumption: employee only about $720,575 at 4% or $480,383 at 6%; with 50% employer match about $480,383 at 4% or $320,256 at 6%; with 100% employer match about $360,288 at 4% or $240,192 at 6%.
201912$79,858$79,500$39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%.
THE MONTROSE GROUP, LLC 401(K) PLAN-2$79,858$79,500$39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%.