How big is Monteverde Group, LLC's plan?

Monteverde Group, LLC's plan reported $4.5M in assets and 10 participants for 2024.

Original filing (PDF)20250717122420NAL0000269009001

Monteverde Group, LLC

Name: Monteverde Group, LLC — Monteverde Group, LLC 401(k), Form 5500 (2024)
Creator: Monteverde Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monteverde Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Monteverde Group, LLC's Monteverde Group, LLC 401(k) Profit Sharing Plan held $4.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

James Monteverde signed Monteverde Group, LLC's 2024 Form 5500 as plan administrator.

James Monteverde — 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

Monteverde Group, LLC's EIN is 61-1515940.

EIN 61-1515940

Plan number 001

Plan year 2024

ACK ID 20250717122420NAL0000269009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monteverde Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monteverde Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEVERDE GROUP, LLC.

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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