How big is Montclair Management Partners, Inc.'s plan?

Montclair Management Partners, Inc.'s plan reported $450K in assets and 2 participants for 2024.

Original filing (PDF)20250609092654NAL0010881651001

Montclair Management Partners, Inc.

Name: Montclair Management Partners, Inc. — The Errigo, Form 5500 (2024)
Creator: Montclair Management Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Errigo Group, Inc. Profit Sharing/401(k) Plan

401(k) retirement plan · Montclair Management Partners, Inc.'s The Errigo Group, Inc. Profit Sharing/401(k) Plan held $450K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

Plan identifiers

Montclair Management Partners, Inc.'s EIN is 77-0467119.

EIN 77-0467119

Plan number 001

Plan year 2024

ACK ID 20250609092654NAL0010881651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montclair Management Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montclair Management Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MONTCLAIR MANAGEMENT PARTNERS, INC.

EIN

all filings

Address

349 MAIN STREET · PLEASANTON, CA · 94588

Phone

(408) 315-1516

Industry

Professional & Technical Services

Plan administrator