How big is Montz Harcus Wealth Management, LLC's plan?

Montz Harcus Wealth Management, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250930144759NAL0029573570001

Montz Harcus Wealth Management, LLC

Name: Montz Harcus Wealth Management, LLC — Montz Harcus, Form 5500 (2024)
Creator: Montz Harcus Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montz Harcus Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Montz Harcus Wealth Management, LLC's Montz Harcus Wealth Management, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Montz Harcus Wealth Management, LLC's EIN is 83-4244589.

EIN 83-4244589

Plan number 001

Plan year 2024

ACK ID 20250930144759NAL0029573570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montz Harcus Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montz Harcus Wealth Management, LLC'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 MONTZ HARCUS WEALTH MANAGEMENT, LLC.

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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