How big is Montemar Associates, PC's plan?

Montemar Associates, PC's plan reported $8K in assets and 3 participants for 2024.

Original filing (PDF)20250718101604NAL0002809426001

Montemar Associates, PC

Name: Montemar Associates, PC — Montemar Associates, PC, Form 5500 (2024)
Creator: Montemar Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montemar Associates, PC 401(k) Plan

401(k) retirement plan · Montemar Associates, PC's Montemar Associates, PC 401(k) Plan held $8K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Marcus Bowie signed Montemar Associates, PC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Montemar Associates, PC's EIN is 87-3653362.

EIN 87-3653362

Plan number 001

Plan year 2024

ACK ID 20250718101604NAL0002809426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montemar Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEMAR ASSOCIATES, PC.

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Plan health score

Above-average plan

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