Back to filter
Original filing (PDF)20251015171148NAL0010791298001
MOUNTAIN MANAGEMENT GROUP LLC
Form 5500
FILING_RECEIVED
MOUNTAIN MANAGEMENT GROUP LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
214
Accounts w/ balance
193
Plan assets (EOY)
$320K
Net assets (EOY)
$320K
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN MANAGEMENT GROUP LLC.
Plan sponsor
Name
MOUNTAIN MANAGEMENT GROUP LLC
EIN
88-1154118
Address
7500 NORTH DREAMY DRAW DRIVE · SUITE 205 · PHOENIX, AZ · 85240
Phone
(561) 822-7940
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Health Care & Social Assistance plans
VIA ELEGANTE, LLC
FOCUS HR, INC. RETIREMENT PLAN
$320K · 98 participants
NOR CAL RESIDENTIAL, INC.
NOR CAL RESIDENTIAL, INC. 401(K) PROFIT SHARING PLAN
$321K · 38 participants
MAPLE WOODS, INC.
MAPLE WOODS, INC. 401(K) PROFIT SHARING PLAN
$321K · 24 participants
CHURCH STREET CORPORATION
CHURCH STREET CORPORATION 401K PROFIT SHARING PLAN AND TRUST
$319K · 6 participants
EASTERN HEALTHCARE GROUP
EASTERN HEALTHCARE 401(K) PLAN
$319K · 1,650 participants
SWIFT COUNTY HOMES, INC.
SWIFT COUNTY HOMES, INC 401K PLAN
$322K · 24 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants