Original filing (PDF)20250827145725NAL0009674273001

BOLAND-MONTESANO FINANCIAL GROUP, LLC

Name: BOLAND-MONTESANO FINANCIAL GROUP, LLC — BOLAND-MONTESANO FINANCIAL GROUP, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: BOLAND-MONTESANO FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BOLAND-MONTESANO FINANCIAL GROUP, LLC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 BOLAND-MONTESANO FINANCIAL GROUP, LLC.

Plan sponsor

Name

BOLAND-MONTESANO FINANCIAL GROUP, LLC

EIN

46-2883338

Address

1955 HIGHWAY 34 · SUITE 3C · WALL, NJ · 07719

Phone

(732) 359-8520

Industry

Finance & Insurancesee 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

2025-08-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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