How big is Monte Financial Group, LLC's plan?

Monte Financial Group, LLC's plan reported $2.4M in assets and 9 participants for 2024.

Original filing (PDF)20251013152614NAL0000763027003

Monte Financial Group, LLC

Name: Monte Financial Group, LLC — Monte Financial Group, Form 5500 (2024)
Creator: Monte Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monte Financial Group, LLC 401(k) Retirement Plan

401(k) retirement plan · Monte Financial Group, LLC's Monte Financial Group, LLC 401(k) Retirement Plan held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Robert J. Monte signed Monte Financial Group, LLC's 2024 Form 5500 as plan administrator.

Robert J. Monte — 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

Monte Financial Group, LLC's EIN is 27-0400941.

EIN 27-0400941

Plan number 001

Plan year 2024

ACK ID 20251013152614NAL0000763027003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monte Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTE FINANCIAL GROUP, LLC.

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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