How big is Montare Management Ltd.'s plan?

Montare Management Ltd.'s plan reported $3.8M in assets and 48 participants for 2025.

Original filing (PDF)20260519124946NAL0001324416001

Montare Management Ltd.

Name: Montare Management Ltd. — Montare Management Ltd., Form 5500 (2025)
Creator: Montare Management Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montare Management Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Montare Management Ltd.'s Montare Management Ltd. 401(k) Profit Sharing Plan & Trust held $3.8M in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Trisha Smith signed Montare Management Ltd.'s 2025 Form 5500 as plan administrator.

Trisha Smith — 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

Montare Management Ltd.'s EIN is 85-3637921.

EIN 85-3637921

Plan number 001

Plan year 2025

ACK ID 20260519124946NAL0001324416001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montare Management Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montare Management Ltd.'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 MONTARE MANAGEMENT LTD.

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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

Helping the score