THOMAS E. MONTESION MECHANICAL 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 0.5 moHigh average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$213K
Net assets (EOY)
$213K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
98
Total plan cost
n/a
Plan health
87
Vendor & structure
100
Knocking points off
Filed 0.5 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS E MONTESION MECHANICAL.
Plan sponsor
Name
THOMAS E MONTESION MECHANICAL
EIN
04-2910920
Address
71 COMMERCIAL STREET, #314 · BOSTON, MA · 02109
Phone
(617) 293-7053
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-12-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
