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Sponsor portfolio

MONTANARI FUEL SERVICE INC

EIN 06-0767173-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
50
15 SOUTH STREET, PO BOX 13 - RIDGEFIELD, CT 068770013203-438-2688montanarifuel.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.5M - 37 part#002ProfitSharing-$583K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#001)72%
  • PROFIT SHARING PLAN (#002)28%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)37
  • PROFIT SHARING PLAN (#002)13
Total 50Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTANARI FUEL SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MONTANARI FUEL SERVICE INC. PROFIT SHARING PLAN

ProfitSharing

Assets$583K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTANARI FUEL SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST401k$1.5M372025
002MONTANARI FUEL SERVICE INC. PROFIT SHARING PLANProfitSharing$583K132025
Retirement plans
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