Original filing (PDF)20250930144759NAL0029573570001

MONTZ HARCUS WEALTH MANAGEMENT, LLC

Name: MONTZ HARCUS WEALTH MANAGEMENT, LLC — MONTZ HARCUS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MONTZ HARCUS WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MONTZ HARCUS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTZ HARCUS WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

MONTZ HARCUS WEALTH MANAGEMENT, LLC

EIN

83-4244589

Address

610 CITY PARK AVE. · NEW ORLEANS, LA · 70119

Phone

(504) 488-3700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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