How big is Juan Montoya Design's plan?

Juan Montoya Design's plan reported $826K in assets and 2 participants for 2025.

Original filing (PDF)20260501151729NAL0001347905001

Juan Montoya Design

Name: Juan Montoya Design — Juan Montoya Design 401(k), Form 5500 (2025)
Creator: Juan Montoya Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Juan Montoya Design 401(k) Plan

401(k) retirement plan · Juan Montoya Design's Juan Montoya Design 401(k) Plan held $826K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

People on this filing

Juan Montoya signed Juan Montoya Design's 2025 Form 5500 as plan administrator.

Juan Montoya — 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

Juan Montoya Design's EIN is 13-2935703.

EIN 13-2935703

Plan number 001

Plan year 2025

ACK ID 20260501151729NAL0001347905001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Juan Montoya Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Juan Montoya Design's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUAN MONTOYA DESIGN.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score