How big is Montebello Condominium UNIT Owners' plan?

Montebello Condominium UNIT Owners' plan reported $2.5M in assets and 56 participants for 2024.

Original filing (PDF)20250801113804NAL0006201393001

Montebello Condominium UNIT Owners

Name: Montebello Condominium UNIT Owners — Montebello, Form 5500 (2024)
Creator: Montebello Condominium UNIT Owners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montebello Association 401(k) Plan

401(k) retirement plan · Montebello Condominium UNIT Owners' Montebello Association 401(k) Plan held $2.5M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Eric Finke signed Montebello Condominium UNIT Owners' 2024 Form 5500 as plan administrator.

Eric Finke — 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

Montebello Condominium UNIT Owners' EIN is 52-1247241.

EIN 52-1247241

Plan number 001

Plan year 2024

ACK ID 20250801113804NAL0006201393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montebello Condominium UNIT Owners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montebello Condominium UNIT Owners' 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 MONTEBELLO CONDOMINIUM UNIT OWNERS.

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Plan health score

Above-average plan

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