· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MONTICELLO WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search
Back to search
MONTICELLO WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
260
Total plan assets
$17.5M
Filings (rows)
1
Direct comp
$46K
Indirect comp
$0
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC.
SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. PROFIT SHARING PLAN
SAN ANTONIO, TX
Other service providers
260
$17.5M
$46K
$0
