Original filing (PDF)20250717180347NAL0001086416001

Donald R. Montano, DDS, MSD, a Professional Corporation

Name: Donald R. Montano, DDS, MSD, a Professional Corporation — Form 5500 Plan 004 (2024)
Creator: Donald R. Montano, DDS, MSD, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montano Elevated Orthodontics 401(k) Plan

401(k) retirement plan · Donald R. Montano, DDS, MSD, a Professional Corporation's Montano Elevated Orthodontics 401(k) Plan held $8.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Donald R. Montano, DDS, MSD, a Professional Corporation's EIN is 77-0049281.

EIN 77-0049281

Plan number 004

Plan year 2024

ACK ID 20250717180347NAL0001086416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donald R. Montano, DDS, MSD, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donald R. Montano, DDS, MSD, a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD R. MONTANO, DDS, MSD, A PROFESSIONAL CORPORATION.

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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

Knocking points off