Original filing (PDF)20250716111437NAL0002355491001

MONTALTO & ROTHSTEIN ENGINEERING, DPC

Name: MONTALTO & ROTHSTEIN ENGINEERING, DPC — EDESIGN DYNAMICS 401(K) PLAN, Form 5500 (2024)
Creator: MONTALTO & ROTHSTEIN ENGINEERING, DPC

Form 5500-SF

FILING_RECEIVED

EDESIGN DYNAMICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTALTO & ROTHSTEIN ENGINEERING, DPC.

Plan sponsor

Name

MONTALTO & ROTHSTEIN ENGINEERING, DPC

EIN

46-1712058

Address

247 WEST 35TH STREET · 10TH FLOOR NORTH · NEW YORK, NY · 10001

Phone

(646) 688-3113

Industry

Engineering Services· Professional & Technical Servicessee all

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

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

WAID CORPORATION

WAID CORPORATION PROFIT SHARING PLAN AND TRUST

$1.2M · 13 participants

POWERCON ENGINEERING, INC.

POWERCON ENGINEERING, INC. 401(K) PLAN

$1.2M · 5 participants

FACET ENGINEERING, LLC

FACET ENGINEERING, LLC 401(K) PLAN & TRUST

$1.1M · 23 participants

BIWATER USA INCORPORATED

BIWATER USA INCORPORATED 401(K) PLAN

$1.2M · 16 participants

ESPAS INC

ESPAS INC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 32 participants