How big is Monticello Square LLLP's plan?

Monticello Square LLLP's plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20250724114357NAL0013175602001

Monticello Square LLLP

Name: Monticello Square LLLP — Monticello Square Limited, Form 5500 (2024)
Creator: Monticello Square LLLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monticello Square Limited Partnership PSP Davenport LLC Custodian

Defined-contribution retirement plan · Monticello Square LLLP's Monticello Square Limited Partnership PSP Davenport LLC Custodian held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Lelia Hankins signed Monticello Square LLLP's 2024 Form 5500 as plan administrator.

Lelia Hankins — 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

Monticello Square LLLP's EIN is 87-3484864.

EIN 87-3484864

Plan number 003

Plan year 2024

ACK ID 20250724114357NAL0013175602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monticello Square LLLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monticello Square LLLP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTICELLO SQUARE LLLP.

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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