How big is Montello, Inc.'s plan?

Montello, Inc.'s plan reported $3.8M in assets and 5 participants for 2025.

Original filing (PDF)20260205134933NAL0002530755001

Montello, Inc.

Name: Montello, Inc. — Montello, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Montello, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montello, Inc. 401(k) Plan

401(k) retirement plan · Montello, Inc.'s Montello, Inc. 401(k) Plan held $3.8M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Leo Wooldridge signed Montello, Inc.'s 2025 Form 5500 as plan administrator.

Leo Wooldridge — 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

Montello, Inc.'s EIN is 73-0682559.

EIN 73-0682559

Plan number 001

Plan year 2025

ACK ID 20260205134933NAL0002530755001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montello, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montello, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 average account balance (93rd percentile).

Plan sponsor

Name

MONTELLO, INC.

EIN

all filings

Address

401 EAST BROADWAY STREET · SUITE 200 · SAND SPRINGS, OK · 74063

Phone

(918) 665-1170

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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