How big is Montoya Group, LLC's plan?

Montoya Group, LLC's plan reported $661K in assets and 2 participants for 2024.

Original filing (PDF)20250626103941NAL0008876129001

Montoya Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Montoya Group 401(k) Plan

401(k) retirement plan · Montoya Group, LLC's Montoya Group 401(k) Plan held $661K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$661K

Net assets (EOY)

$661K

People on this filing

Carmen Green signed Montoya Group, LLC's 2024 Form 5500 as plan administrator.

Carmen Green — 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

Montoya Group, LLC's EIN is 86-1021524.

EIN 86-1021524

Plan number 001

Plan year 2024

ACK ID 20250626103941NAL0008876129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montoya Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montoya Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTOYA GROUP, LLC.

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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