Original filing (PDF)20250729092447NAL0001202771001

LAURA I MONTES, MD, PLLC DBA BESPOKE MD

Name: LAURA I MONTES, MD, PLLC DBA BESPOKE MD — BESPOKE MD 401(K) PLAN, Form 5500 (2024)
Creator: LAURA I MONTES, MD, PLLC DBA BESPOKE MD

Form 5500-SF

FILING_RECEIVED

BESPOKE MD 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAURA I MONTES, MD, PLLC DBA BESPOKE MD.

Plan sponsor

Name

LAURA I MONTES, MD, PLLC DBA BESPOKE MD

EIN

81-5301126

Address

1700 WEST DOVE AVENUE · SUITE 80 · MCALLEN, TX · 78504

Phone

(956) 608-6700

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator