Original filing (PDF)20250722200740NAL0008176386001

LAW OFFICE OF DANA S. MONTONE PLLC

Name: LAW OFFICE OF DANA S. MONTONE PLLC — LAW OFFICE OF DANA S MONTONE PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LAW OFFICE OF DANA S. MONTONE PLLC

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF DANA S MONTONE PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF DANA S. MONTONE PLLC.

Plan sponsor

Name

LAW OFFICE OF DANA S. MONTONE PLLC

EIN

47-5582848

Address

4 W. RED OAK LANE SUITE 302 · WHITE PLAINS, NY · 10604

Phone

(914) 305-1177

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator