How big is Montecito Concierge Medicine's plan?

Montecito Concierge Medicine's plan reported $95K in assets and 3 participants for 2024.

Original filing (PDF)20251010142126NAL0018221378001

Montecito Concierge Medicine

Name: Montecito Concierge Medicine — Montecito Concierge, Form 5500 (2024)
Creator: Montecito Concierge Medicine
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montecito Concierge Medicine 401(k) Plan

401(k) retirement plan · Montecito Concierge Medicine's Montecito Concierge Medicine 401(k) Plan held $95K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

People on this filing

ALAN Viglione signed Montecito Concierge Medicine's 2024 Form 5500 as plan administrator.

ALAN Viglione — 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

Montecito Concierge Medicine's EIN is 86-3334796.

EIN 86-3334796

Plan number 001

Plan year 2024

ACK ID 20251010142126NAL0018221378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montecito Concierge Medicine's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTECITO CONCIERGE MEDICINE.

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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