Original filing (PDF)20250415103234NAL0001432227001

MONTROSE ADVISORS INCORPORATED

Name: MONTROSE ADVISORS INCORPORATED — MONTROSE ADVISORS INCORPORATED PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: MONTROSE ADVISORS INCORPORATED

Form 5500-SF

FILING_RECEIVED

MONTROSE ADVISORS INCORPORATED PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTROSE ADVISORS INCORPORATED.

Plan sponsor

Name

MONTROSE ADVISORS INCORPORATED

EIN

13-3682463

Address

7 EAST 60TH STREET · 2ND FLOOR · NEW YORK, NY · 10022

Phone

(212) 888-4747

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

HAYS FINANCIAL CONSULTING, LLC

HAYS FINANCIAL CONSULTING, LLC 401(K) PLAN

$2.4M · 5 participants

LUXA ENTERPRISES, LLC

LUXA ENTERPRISES RETIREMENT SAVINGS PLAN

$2.4M · 23 participants

AUDITMAXX, LLC

AUDITMAXX, LLC 401(K) PLAN

$2.4M · 5 participants

FLORIDA TAX ADVISORS LLC

FLORIDA TAX ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.4M · 3 participants

PRIME FIDUCIARY SERVICES, LLC

PRIME FIDUCIARY SERVICES, LLC 401(K) PROFIT SHARING PLAN