How big is Monte Olivos' plan?

Monte Olivos' plan reported $20K in assets and 15 participants for 2024.

Original filing (PDF)20250720050629NAL0000092721001

Monte Olivos

Name: Monte Olivos — Monte Olivos 401(k) Plan, Form 5500 (2024)
Creator: Monte Olivos
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monte Olivos 401(k) Plan

401(k) retirement plan · Monte Olivos' Monte Olivos 401(k) Plan held $20K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Shirley Horner signed Monte Olivos' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Monte Olivos' EIN is 84-1904875.

EIN 84-1904875

Plan number 001

Plan year 2024

ACK ID 20250720050629NAL0000092721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monte Olivos from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monte Olivos' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MONTE OLIVOS

EIN

all filings

Address

2500 SPRING MOUNTAIN RD · SAINT HELENA, CA · 94574

Phone

(707) 688-9219

Industry

Manufacturing

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

2025-07-20

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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