How big is Monte Vista Grove Homes' plan?

Monte Vista Grove Homes' plan reported $4.9M in assets and 100 participants for 2024.

Original filing (PDF)20250915141547NAL0001912608001

Monte Vista Grove Homes

Name: Monte Vista Grove Homes — Monte Vista Grove 401(k), Form 5500 (2024)
Creator: Monte Vista Grove Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monte Vista Grove 401(k) Plan

401(k) retirement plan · Monte Vista Grove Homes' Monte Vista Grove 401(k) Plan held $4.9M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Monte Vista Grove Homes' EIN is 95-1652915.

EIN 95-1652915

Plan number 001

Plan year 2024

ACK ID 20250915141547NAL0001912608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monte Vista Grove Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monte Vista Grove Homes' 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 MONTE VISTA GROVE HOMES.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score