How big is Mountain Capital Management, LLC's plan?

Mountain Capital Management, LLC's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250714141750NAL0001619120001

Mountain Capital Management, LLC

Name: Mountain Capital Management, LLC — Mountain Capital, Form 5500 (2024)
Creator: Mountain Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mountain Capital Management 401(k) Plan

401(k) retirement plan · Mountain Capital Management, LLC's Mountain Capital Management 401(k) Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Stephen Sparks signed Mountain Capital Management, LLC's 2024 Form 5500 as plan administrator.

Stephen Sparks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mountain Capital Management, LLC's EIN is 47-5223461.

EIN 47-5223461

Plan number 001

Plan year 2024

ACK ID 20250714141750NAL0001619120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mountain Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain Capital Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNTAIN CAPITAL MANAGEMENT, 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

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 (94th percentile).

Plan sponsor

Name

MOUNTAIN CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

811 LOUISIANA ST, SUITE 2600 · HOUSTON, TX · 77002

Phone

(713) 357-9668

Industry

Finance & Insurance

Plan administrator