How big is Montminy & Co LLC's plan?

Montminy & Co LLC's plan reported $517K in assets and 13 participants for 2024.

Original filing (PDF)20250719160558NAL0001551011001

Montminy & Co LLC

Name: Montminy & Co LLC — Form 5500 (2024)
Creator: Montminy & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montminy & Co LLC

401(k) retirement plan · Montminy & Co LLC held $517K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$517K

Net assets (EOY)

$517K

People on this filing

Nick Rice signed Montminy & Co LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Montminy & Co LLC's EIN is 27-0426679.

EIN 27-0426679

Plan number 001

Plan year 2024

ACK ID 20250719160558NAL0001551011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montminy & Co 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MONTMINY & CO LLC

EIN

all filings

Address

201 SANTA MONICA BLVD · STE 480 · SANTA MONICA, CA · 90401

Phone

(213) 999-2226

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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