How big is Montego Capital Management LLC's plan?

Montego Capital Management LLC's plan reported $31K in assets and 13 participants for 2025.

Original filing (PDF)20260506221031NAL0003945250044

Montego Capital Management LLC

Name: Montego Capital Management LLC — Montego Minerals, Form 5500 (2025)
Creator: Montego Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montego Minerals 401(k) Plan

401(k) retirement plan · Montego Capital Management LLC's Montego Minerals 401(k) Plan held $31K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Elantha Barry signed Montego Capital Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Montego Capital Management LLC's EIN is 35-2584693.

EIN 35-2584693

Plan number 001

Plan year 2025

ACK ID 20260506221031NAL0003945250044

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montego Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montego Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEGO CAPITAL MANAGEMENT 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