How big is Montello & Associates, P.A.'s plan?

Montello & Associates, P.A.'s plan reported $179K in assets and 2 participants for 2024.

Original filing (PDF)20251014185914NAL0001761283001

Montello & Associates, P.A.

Name: Montello & Associates, P.A. — Montello 401(k) Plan, Form 5500 (2024)
Creator: Montello & Associates, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montello 401(k) Plan

401(k) retirement plan · Montello & Associates, P.A.'s Montello 401(k) Plan held $179K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$176K

Plan identifiers

Montello & Associates, P.A.'s EIN is 54-2138945.

EIN 54-2138945

Plan number 001

Plan year 2024

ACK ID 20251014185914NAL0001761283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montello & Associates, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montello & Associates, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTELLO & ASSOCIATES, P.A..

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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 (89th percentile).

Plan sponsor

Name

MONTELLO & ASSOCIATES, P.A.

EIN

all filings

Address

2750 N.E. 185TH STREET, SUITE 201 · AVENTURA, FL · 33180

Phone

(305) 682-2000

Industry

Law Offices· Professional & Technical Services

Plan administrator