· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MONTNER & ASSOCIATES INC — MONTNER & ASSOCIATES INC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717162837NAL0000956832001
MONTNER & ASSOCIATES INC
Form 5500-SF
FILING_RECEIVED
MONTNER & ASSOCIATES INC 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$41K
Net assets (EOY)
$41K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONTNER & ASSOCIATES INC
.
Find decision makers
Plan sponsor
Name
MONTNER & ASSOCIATES INC
EIN
04-3587602
Address
2150 POST RD 4TH FLOOR STE 400. · FAIRFIELD., CT · 06824
Phone
(203) 226-9290
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PINTLER GROUP LLC
GEOFLI 401(K) PLAN
$41K · 5 participants
GLASSBOX MEDIA, INC.
GLASSBOX MEDIA, INC. 401(K) PLAN
$41K · 8 participants
CAMPBELL MANAGEMENT SOLUTIONS, LLC
CAMPBELL MANAGEMENT SOLUTIONS, LLC 401(K) PLAN
$41K · 17 participants
NEXGEN AGENCY INC
NEXGEN AGENCY INC 401(K) PLAN
$41K · 106 participants
STEVEN ZAP ENTERTAINMENT, INC.
STEVEN ZAP ENTERTAINMENT DEFINED BENEFIT PENSION PLAN
$41K · 1 participants
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SPOTLIGHT & CO, INC.
SPOTLIGHT & CO 401(K) PLAN
$41K · 3 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
