How big is Montis Financial's plan?

Montis Financial's plan reported $1.3M in assets and 15 participants for 2024.

Original filing (PDF)20250630101621NAL0028546018003

Montis Financial

Name: Montis Financial — Montis Financial Retirement Trust, Form 5500 (2024)
Creator: Montis Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montis Financial Retirement Trust

401(k) retirement plan · Montis Financial's Montis Financial Retirement Trust held $1.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Tucker P. Donahoe signed Montis Financial's 2024 Form 5500 as plan administrator.

Tucker P. Donahoe — 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

Montis Financial's EIN is 45-4656575.

EIN 45-4656575

Plan number 001

Plan year 2024

ACK ID 20250630101621NAL0028546018003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montis Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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