How big is Montalvo Association's plan?

Montalvo Association's plan reported $4.9M in assets and 51 participants for 2024.

Original filing (PDF)20251010154134NAL0013441808002

Montalvo Association

Name: Montalvo Association — Montalvo Association 401(k), Form 5500 (2024)
Creator: Montalvo Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montalvo Association 401(k) Plan

401(k) retirement plan · Montalvo Association's Montalvo Association 401(k) Plan held $4.9M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Sarah Weiske signed Montalvo Association's 2024 Form 5500 as plan administrator.

Sarah Weiske — 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

Montalvo Association's EIN is 94-1249283.

EIN 94-1249283

Plan number 001

Plan year 2024

ACK ID 20251010154134NAL0013441808002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montalvo Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montalvo Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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