How big is Montanti Advisory Services, LLC's plan?

Montanti Advisory Services, LLC's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20251007140718NAL0002731379001

Montanti Advisory Services, LLC

Name: Montanti Advisory Services, LLC — Montanti Advisory, Form 5500 (2024)
Creator: Montanti Advisory Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montanti Advisory Services, LLC Profit Sharing Plan

401(k) retirement plan · Montanti Advisory Services, LLC's Montanti Advisory Services, LLC Profit Sharing Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Montanti Advisory Services, LLC's EIN is 65-0487701.

EIN 65-0487701

Plan number 002

Plan year 2024

ACK ID 20251007140718NAL0002731379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montanti Advisory Services, LLC'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 MONTANTI ADVISORY SERVICES, 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