How big is Montones Management, LLC's plan?

Montones Management, LLC's plan reported $133K in assets and 5 participants for 2025.

Original filing (PDF)20260414113455NAL0018442497001

Montones Management, LLC

Name: Montones Management, LLC — Montones Retirement Trust, Form 5500 (2025)
Creator: Montones Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montones Retirement Trust

401(k) retirement plan · Montones Management, LLC's Montones Retirement Trust held $133K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

People on this filing

LISA Hollister signed Montones Management, LLC's 2025 Form 5500 as plan administrator.

LISA Hollister — 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

Montones Management, LLC's EIN is 88-1921669.

EIN 88-1921669

Plan number 001

Plan year 2025

ACK ID 20260414113455NAL0018442497001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montones Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montones Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTONES MANAGEMENT, LLC.

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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