· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MONTGOMERY LITTLE & SORAN, PC — MONTGOMERY LITTLE & SORAN, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007155948NAL0004815601001
MONTGOMERY LITTLE & SORAN, PC
Form 5500-SF
FILING_RECEIVED
MONTGOMERY LITTLE & SORAN, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
53
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONTGOMERY LITTLE & SORAN, PC
.
Find decision makers
Plan sponsor
Name
MONTGOMERY LITTLE & SORAN, PC
EIN
84-0627207
Address
5445 DTC PKWY STE 800 · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 773-8100
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CHRISTOPHER, HAYS, WOJCIK & MAVRICOS
CHRISTOPHER, HAYS, WOJCIK & MAVRICOS 401(K) PROFIT SHARING PLAN
$10.3M · 12 participants
SACHER LAW FIRM, P.A.
SACHER LAW FIRM, P.A. 401K PROFIT SHARING PLAN
$10.3M · 5 participants
FARELLA BRAUN AND MARTEL LLP
FARELLA BRAUN AND MARTEL LLP ASSOCIATES' 401(K) PLAN
$10.3M · 42 participants
BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION
BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$10.3M · 11 participants
POLLOCK BEGG KOMAR GLASSER & VERTZ LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
POLLOCK BEGG KOMAR GLASSER & VERTZ LLC 401K PLAN AND TRUST
$10.3M · 26 participants
STEWART, GREENBLATT, MANNING & BAEZ
STEWART, GREENBLATT, MANNING & BAEZ 401(K) NEW COMPARABILITY PLAN
$10.3M · 27 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
