How big is Montera Inc.'s plan?

Montera Inc.'s plan reported $1.9M in assets and 25 participants for 2025.

Original filing (PDF)20260424221128NAL0006182497086

Montera Inc.

Name: Montera Inc. — Montera Inc. 401(k) Plan, Form 5500 (2025)
Creator: Montera Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montera Inc. 401(k) Plan

401(k) retirement plan · Montera Inc.'s Montera Inc. 401(k) Plan held $1.9M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Montera Inc.'s EIN is 87-2164608.

EIN 87-2164608

Plan number 001

Plan year 2025

ACK ID 20260424221128NAL0006182497086

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Montera Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MONTERA INC

EIN

all filings

Address

548 MARKET ST · PMB 89605 · SAN FRANCISCO, CA · 941045401

Phone

(612) 210-6071

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator