How big is Ross F. Mongiardo, CFP, CLU, CHFC's plan?

Ross F. Mongiardo, CFP, CLU, CHFC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250629180104NAL0011177137001

Ross F. Mongiardo, CFP, CLU, CHFC

Name: Ross F. Mongiardo, CFP, CLU, CHFC — Ross F. Mongiard, Form 5500 (2024)
Creator: Ross F. Mongiardo, CFP, CLU, CHFC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ross F. Mongiardo, CFP Pension Plan

Defined-benefit pension plan · Ross F. Mongiardo, CFP, CLU, CHFC's Ross F. Mongiardo, CFP Pension Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Ross Mongiardo signed Ross F. Mongiardo, CFP, CLU, CHFC's 2024 Form 5500 as plan administrator.

Ross Mongiardo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ross F. Mongiardo, CFP, CLU, CHFC's EIN is 11-3093705.

EIN 11-3093705

Plan number 002

Plan year 2024

ACK ID 20250629180104NAL0011177137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ross F. Mongiardo, CFP, CLU, CHFC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ross F. Mongiardo, CFP, CLU, CHFC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSS F. MONGIARDO, CFP, CLU, CHFC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score