How big is Laura I Montes, MD, PLLC DBA Bespoke MD's plan?

Laura I Montes, MD, PLLC DBA Bespoke MD's plan reported $520K in assets and 2 participants for 2024.

Original filing (PDF)20250729092447NAL0001202771001

Laura I Montes, MD, PLLC DBA Bespoke MD

Name: Laura I Montes, MD, PLLC DBA Bespoke MD — Form 5500 Plan 001 (2024)
Creator: Laura I Montes, MD, PLLC DBA Bespoke MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bespoke MD 401(k) Plan

401(k) retirement plan · Laura I Montes, MD, PLLC DBA Bespoke MD's Bespoke MD 401(k) Plan held $520K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

Plan identifiers

Laura I Montes, MD, PLLC DBA Bespoke MD's EIN is 81-5301126.

EIN 81-5301126

Plan number 001

Plan year 2024

ACK ID 20250729092447NAL0001202771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Laura I Montes, MD, PLLC DBA Bespoke MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Laura I Montes, MD, PLLC DBA Bespoke MD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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

Plan sponsor

Name

LAURA I MONTES, MD, PLLC DBA BESPOKE MD

EIN

all filings

Address

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

Phone

(956) 608-6700

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator