How big is Mongiovi & SON Enterprises, Inc.'s plan?

Mongiovi & SON Enterprises, Inc.'s plan reported $1.6M in assets and 80 participants for 2024.

Original filing (PDF)20250925093641NAL0009020560001

Mongiovi & SON Enterprises, Inc.

Name: Mongiovi & SON Enterprises, Inc. — Mongiovi & SON, Form 5500 (2024)
Creator: Mongiovi & SON Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mongiovi & SON Enterprise Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Mongiovi & SON Enterprises, Inc.'s Mongiovi & SON Enterprise Inc. Profit Sharing 401(k) Plan held $1.6M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

David Fitch signed Mongiovi & SON Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

David Fitch — 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

Mongiovi & SON Enterprises, Inc.'s EIN is 25-1824554.

EIN 25-1824554

Plan number 001

Plan year 2024

ACK ID 20250925093641NAL0009020560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mongiovi & SON Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mongiovi & SON Enterprises, Inc.'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 MONGIOVI & SON ENTERPRISES, INC..

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off