· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MONTES ELECTRIC, INC. — MONTES ELECTRIC, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918120452NAL0000643411001
MONTES ELECTRIC, INC.
Form 5500-SF
FILING_RECEIVED
MONTES ELECTRIC, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$501K
Net assets (EOY)
$501K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONTES ELECTRIC, INC.
.
Find decision makers
Plan sponsor
Name
MONTES ELECTRIC, INC.
EIN
27-4388106
Address
1927 N. SHARON AMITY RD. · CHARLOTTE, NC · 28205
Phone
(704) 615-8180
Industry
Electrical Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Electrical Contractors plans
HERNANDEZ INFRASTRUCTURE, LLC
PCIS 401(K) PLAN
$502K · 7 participants
HIGH TECH SOLUTIONS - SYSTEMS GROUP, INC.
HIGH TECH SOLUTIONS - SYSTEMS GROUP 401(K) PLAN
$501K · 10 participants
ASSET PROTECTION PARTNERSHIP
ASSET PROTECTION PARTNERSHIP, LTD SALARY SAVINGS PLAN
$501K · 16 participants
FOCAL POINT PARTNERS INC
FOCAL POINT PARTNERS INC 401(K) P/S PLAN
$502K · 17 participants
DAY AUTOMATION SYSTEMS, INC.
WELFARE BENEFITS PLAN FOR THE EMPLOYEES OF DAY AUTOMATION SYSTEMS, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$502K · 81 participants
COASTWIDE ELECTRIC, INC.
COASTWIDE ELECTRIC 401(K) PLAN
$500K · 108 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
