How big is Montarosa LLC's plan?

Montarosa LLC's plan reported $2.5M in assets and 10 participants for 2024.

Original filing (PDF)20251001150835NAL0012768033001

Montarosa LLC

Name: Montarosa LLC — Montarosa LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Montarosa LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montarosa LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Montarosa LLC's Montarosa LLC 401(k) Profit Sharing Plan & Trust held $2.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Montarosa LLC's EIN is 26-3026051.

EIN 26-3026051

Plan number 001

Plan year 2024

ACK ID 20251001150835NAL0012768033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montarosa LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MONTAROSA LLC

EIN

all filings

Address

122 EAST 42ND STREET-ROOM1507 · NEW YORK, NY · 10168

Phone

(212) 953-1250

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator