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Original filing (PDF)20251010180454NAL0004846771001
MONTROSE ENVIRONMENTAL GROUP, INC.
Form 5500
FILING_RECEIVED
MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,154
Accounts w/ balance
2,832
Plan assets (EOY)
$191.1M
Net assets (EOY)
$191.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 90% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTROSE ENVIRONMENTAL GROUP, INC..
Plan sponsor
Name
MONTROSE ENVIRONMENTAL GROUP, INC.
EIN
46-4195044
Address
4 PARK PLAZA · SUITE 790 · IRVINE, CA · 92614
Phone
(949) 988-3507
Industry
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
2025-10-10
Pension benefit codes
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)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT, FORD, YOUNG & CO | 95-3288054 | — | AUDITOR | $34K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $205K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | RETAINED BY EMPLOYER | $124K | — |
Investments
10 direct securities · 15 pooled funds· $243.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$127.4M
15 holdings
Uncategorized
$115.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $17.7M | 9.3% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $17.7M | 9.3% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $17.1M | 8.9% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $17.1M | 8.9% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $16.0M | 8.4% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $16.0M | 8.4% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $15.6M | 8.2% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $15.6M | 8.2% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $13.2M | 6.9% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $13.2M | 6.9% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $12.9M | 6.7% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12.9M | 6.7% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $10.4M | 5.4% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $10.4M | 5.4% | |
| AB US LC GROWTH W SERIES U ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $8.9M | 4.7% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $7.6M | 4.0% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.6M | 4.0% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $5.1M | 2.7% | |
| NUVEEN LIFECYCLE RET IDX INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.1M | 2.7% | |
| PUTNAM LC VALUE TRUST II U GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $431K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $431K | 0.2% | |
| GOLDMAN SACHS STABLE VALUE CT THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANNING & NAPPIER DIS VAL CIT U EXETER TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
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