Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTE BROS. SOUND SYSTEMS, INC.
EIN 13-2633375marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MONTE BROS., INC. RETIREMENT TRUST
401k
Assets$3.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MONTE BROS., INC. CASH BALANCE PENSION TRUST
CashBalance
Assets$503K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTE BROS., INC. RETIREMENT TRUST | 401k | $3.1M | 10 | 2025 | |
| 003 | MONTE BROS., INC. CASH BALANCE PENSION TRUST | CashBalance | $503K | 10 | 2025 |
Retirement plans