How big is Monge & Associates, LLC's plan?

Monge & Associates, LLC's plan reported $1.3M in assets and 133 participants for 2025.

Original filing (PDF)20260226142956NAL0002910147001

Monge & Associates, LLC

Name: Monge & Associates, LLC — Monge & Associates, PC, Form 5500 (2025)
Creator: Monge & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monge & Associates, PC 401(k)Plan

401(k) retirement plan · Monge & Associates, LLC's Monge & Associates, PC 401(k)Plan held $1.3M in plan assets for 133 participants in 2025.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Debbie Desir signed Monge & Associates, LLC's 2025 Form 5500 as plan administrator.

Debbie Desir — 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

Monge & Associates, LLC's EIN is 86-1617111.

EIN 86-1617111

Plan number 001

Plan year 2025

ACK ID 20260226142956NAL0002910147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Monge & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Monge & Associates, LLC's plan includes 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 MONGE & ASSOCIATES, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score