Original filing (PDF)20250403102442NAL0005732035001

MONGE LAW FIRM PLLC

Name: MONGE LAW FIRM PLLC — MONGE LAW FIRM PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MONGE LAW FIRM PLLC

Form 5500-SF

FILING_RECEIVED

MONGE LAW FIRM PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$834K

Net assets (EOY)

$834K

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONGE LAW FIRM PLLC.

Plan sponsor

Name

MONGE LAW FIRM PLLC

EIN

26-4031487all filings

Address

435 S TRYON ST UNIT 711 · CHARLOTTE, NC · 282021915

Phone

(704) 970-4170

Industry