How big is Boland-Montesano Financial Group, LLC's plan?

Boland-Montesano Financial Group, LLC's plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20250827145725NAL0009674273001

Boland-Montesano Financial Group, LLC

Name: Boland-Montesano Financial Group, LLC — Boland-Monte, Form 5500 (2024)
Creator: Boland-Montesano Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boland-Montesano Financial Group, LLC Retirement Plan

Defined-contribution retirement plan · Boland-Montesano Financial Group, LLC's Boland-Montesano Financial Group, LLC Retirement Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Boland-Montesano Financial Group, LLC's EIN is 46-2883338.

EIN 46-2883338

Plan number 001

Plan year 2024

ACK ID 20250827145725NAL0009674273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boland-Montesano Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boland-Montesano Financial Group, LLC's plan includes profit-sharing.

Decision-maker contacts

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