How big is Montoya Law LLC's plan?

Montoya Law LLC's plan reported $821K in assets and 7 participants for 2025.

Original filing (PDF)20260518180003NAL0000164915001

Montoya Law LLC

Name: Montoya Law LLC — Montoya Law 401(k) Plan, Form 5500 (2025)
Creator: Montoya Law LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montoya Law 401(k) Plan

401(k) retirement plan · Montoya Law LLC's Montoya Law 401(k) Plan held $821K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

People on this filing

Sandra Montoya signed Montoya Law LLC's 2025 Form 5500 as plan administrator.

Sandra Montoya — 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

Montoya Law LLC's EIN is 92-3886652.

EIN 92-3886652

Plan number 001

Plan year 2025

ACK ID 20260518180003NAL0000164915001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Montoya Law 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 MONTOYA LAW 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

MONTOYA LAW LLC

EIN

all filings

Address

350 MISSION ST SE STE 202 · SALEM, OR · 973026212

Phone

(503) 990-8436

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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