How big is Montez Group, Inc.'s plan?

Montez Group, Inc.'s plan reported $927K in assets and 19 participants for 2024.

Original filing (PDF)20251014150408NAL0001584979001

Montez Group, Inc.

Name: Montez Group, Inc. — Montez Group, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Montez Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montez Group, Inc. 401(k) Plan

401(k) retirement plan · Montez Group, Inc.'s Montez Group, Inc. 401(k) Plan held $927K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan identifiers

Montez Group, Inc.'s EIN is 27-4826015.

EIN 27-4826015

Plan number 001

Plan year 2024

ACK ID 20251014150408NAL0001584979001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montez Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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