Original filing (PDF)20240604220033NAL0020255137025

MONTROSE LANE, LP

Name: MONTROSE LANE, LP — COTTONWOOD VENTURE PARTNERS 401(K) PLAN, Form 5500 (2023)
Creator: MONTROSE LANE, LP

Form 5500-SF

FILING_RECEIVED

COTTONWOOD VENTURE PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTROSE LANE, LP.

Plan sponsor

Name

MONTROSE LANE, LP

EIN

81-5407188all filings

Address

4306 YOAKUM BLVD · SUITE 300 · HOUSTON, TX · 77006

Phone

(617) 301-0338

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-04

Pension benefit codes

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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