Original filing (PDF)20250311154123NAL0035312018001

MONGE & ASSOCIATES, LLC

Name: MONGE & ASSOCIATES, LLC — MONGE & ASSOCIATES, PC 401(K)PLAN, Form 5500 (2024)
Creator: MONGE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MONGE & ASSOCIATES, PC 401(K)PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONGE & ASSOCIATES, LLC.

Plan sponsor

Name

MONGE & ASSOCIATES, LLC

EIN

86-1617111

Address

8205 DUNWOODY PLACE · BUILDING 19 · ATLANTA, GA · 30350

Phone

(770) 741-0567

Industry

Law Offices· Professional & Technical Servicessee 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

2025-03-11

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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