Back to filter
Original filing (PDF)20250703092558NAL0000985218001
MONTY'S LEADERSHIP GROUP
Form 5500-SF
FILING_RECEIVED
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
5
Plan assets (EOY)
$78K
Net assets (EOY)
$78K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTY'S LEADERSHIP GROUP.
Plan sponsor
Name
MONTY'S LEADERSHIP GROUP
EIN
81-2786765
Address
4 WEST ROAD · NEWTOWN, PA · 18940
Phone
(215) 497-9011
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
TPC QUALIFIED PLANS LLC
EIN
26-2312094
City
CHARLOTTE, NC
Phone
(888) 505-4484
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
2020 FILLMORE LLC
2020 FILLMORE 401(K) PLAN
$78K · 15 participants
RUBYY CORPORATION
RUBYY CORP 401(K) PLAN
$77K
HIDEOUT STEAKHOUSE & BBQ LLC
HIDEOUT STEAKHOUSE & BBQ LLC 401(K) PLAN
$77K · 68 participants
ADBAR MANAGEMENT LLC
ADBAR MANAGEMENT LLC 401(K) PLAN
$78K · 150 participants
EMEX ENTERPRISES, INC.
EMEX ENTERPRISES 401(K) PLAN
$78K · 34 participants
NOBLE AND NOBLAY LLC
NOBLE AND NOBLAY LLC
$77K · 29 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B