How big is Montco, Inc.'s plan?

Montco, Inc.'s plan reported $2.4M in assets and 35 participants for 2023.

Original filing (PDF)20240624140850NAL0013136450001

Montco, Inc.

Name: Montco, Inc. — Montco, Inc. 401(k) Savings Plan, Form 5500 (2023)
Creator: Montco, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montco, Inc. 401(k) Savings Plan

401(k) retirement plan · Montco, Inc.'s Montco, Inc. 401(k) Savings Plan held $2.4M in plan assets for 35 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Derek Boudreaux signed Montco, Inc.'s 2023 Form 5500 as plan administrator.

Derek Boudreaux — 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

Montco, Inc.'s EIN is 72-0897539.

EIN 72-0897539

Plan number 001

Plan year 2023

ACK ID 20240624140850NAL0013136450001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Montco, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Montco, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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