Original filing (PDF)20251028100426NAL0017236770001

BELL JONES JOYCE MANKIN, LLP D/B/A MONTGOMERY AMATUZIO

Name: BELL JONES JOYCE MANKIN, LLP D/B/A MONTGOMERY AMATUZIO — MONTGOMERY AMATUZIO 401(K) PLAN, Form 5500 (2024)
Creator: BELL JONES JOYCE MANKIN, LLP D/B/A MONTGOMERY AMATUZIO

Form 5500-SF

FILING_RECEIVED

MONTGOMERY AMATUZIO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 BELL JONES JOYCE MANKIN, LLP D/B/A MONTGOMERY AMATUZIO.

Plan sponsor

Name

BELL JONES JOYCE MANKIN, LLP D/B/A MONTGOMERY AMATUZIO

EIN

84-1357636

Address

720 S. COLORADO BOULEVARD · SUITE 1200-N · DENVER, CO · 80246

Phone

(303) 592-6600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator