How big is Monty & Ramirez, LLP's plan?

Monty & Ramirez, LLP's plan reported $3.1M in assets and 25 participants for 2024.

Original filing (PDF)20251014165036NAL0001700595001

Monty & Ramirez, LLP

Name: Monty & Ramirez, LLP — Monty Partners LLP 401(k), Form 5500 (2024)
Creator: Monty & Ramirez, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monty Partners LLP 401(k) Plan

401(k) retirement plan · Monty & Ramirez, LLP's Monty Partners LLP 401(k) Plan held $3.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jyothi Iyengar signed Monty & Ramirez, LLP's 2024 Form 5500 as plan administrator.

Jyothi Iyengar — 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

Monty & Ramirez, LLP's EIN is 20-3389884.

EIN 20-3389884

Plan number 001

Plan year 2024

ACK ID 20251014165036NAL0001700595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monty & Ramirez, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monty & Ramirez, LLP'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 MONTY & RAMIREZ, LLP.

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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