Original filing (PDF)20251009090744NAL0015629714001

MONTELEONE & MCCRORY, LLP

Name: MONTELEONE & MCCRORY, LLP — MONTELEONE & MCCRORY, LLP INVESTMENT & RETIREMENT PLAN, Form 5500 (2024)
Creator: MONTELEONE & MCCRORY, LLP

Form 5500-SF

FILING_RECEIVED

MONTELEONE & MCCRORY, LLP INVESTMENT & RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTELEONE & MCCRORY, LLP.

Plan sponsor

Name

MONTELEONE & MCCRORY, LLP

EIN

95-2114090

Address

725 SOUTH FIGUEROA STREET, · SUITE 3200 · LOS ANGELES, CA · 90017

Phone

(213) 612-9900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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