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.

Form 5500-SF

FILING_RECEIVED

MONTELLO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$176K

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).

Decision-maker contacts

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

Plan sponsor

Name

MONTELLO & ASSOCIATES, P.A.

EIN

54-2138945all filings

Address

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

Phone

(305) 682-2000

Industry