How big is Richard Montilla, MD, PC's plan?

Richard Montilla, MD, PC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250325080203NAL0013918961001

Richard Montilla, MD, PC

Name: Richard Montilla, MD, PC — Richard Montilla, MD, PC, Form 5500 (2024)
Creator: Richard Montilla, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Montilla, MD, PC 401(k) Plan

401(k) retirement plan · Richard Montilla, MD, PC's Richard Montilla, MD, PC 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Richard Montilla, MD, PC's EIN is 46-2998545.

EIN 46-2998545

Plan number 001

Plan year 2024

ACK ID 20250325080203NAL0013918961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard Montilla, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard Montilla, MD, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD MONTILLA, MD, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

RICHARD MONTILLA, MD, PC

EIN

all filings

Address

123 SUMMER ST. · SUITE #675 · WORCESTER, MA · 016081216

Phone

(508) 852-2001

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator