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MONTICELLO SQUARE LLLP — MONTICELLO SQUARE LIMITED PARTNERSHIP PSP DAVENPORT LLC CUSTODIAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724114357NAL0013175602001
MONTICELLO SQUARE LLLP
Form 5500-SF
FILING_RECEIVED
MONTICELLO SQUARE LIMITED PARTNERSHIP PSP DAVENPORT LLC CUSTODIAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONTICELLO SQUARE LLLP
.
Find decision makers
Plan sponsor
Name
MONTICELLO SQUARE LLLP
EIN
87-3484864
Address
8074 SUMMERFIELD HILLS DR · WARRENTON, VA · 201867343
Phone
(540) 207-5334
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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