How big is Monticello Area Community Action Agency's plan?

Monticello Area Community Action Agency's plan reported $316K in assets and 4 participants for 2024.

Original filing (PDF)20260309042756NAL0001933425001

Monticello Area Community Action Agency

Name: Monticello Area Community Action Agency — Form 5500 Plan 002 (2024)
Creator: Monticello Area Community Action Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Monticello Area Community Action Agency

401(k) retirement plan · Monticello Area Community Action Agency's 403(b) Thrift Plan for Employees of Monticello Area Community Action Agency held $316K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

People on this filing

Phillip Love signed Monticello Area Community Action Agency's 2024 Form 5500 as plan administrator.

Phillip Love — 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

Monticello Area Community Action Agency's EIN is 54-0799964.

EIN 54-0799964

Plan number 002

Plan year 2024

ACK ID 20260309042756NAL0001933425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monticello Area Community Action Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monticello Area Community Action Agency's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTICELLO AREA COMMUNITY ACTION AGENCY.

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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 (100th percentile).

Plan sponsor

Name

MONTICELLO AREA COMMUNITY ACTION AGENCY

EIN

all filings

Address

1025 PARK ST · CHARLOTTESVILLE, VA · 229013934

Phone

(434) 295-3171

Industry

Health Care & Social Assistance

Plan administrator