Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
MONTAROSA LLC
EIN 26-3026051management consultingLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
23
122 EAST 42ND STREET-ROOM1507 - NEW YORK, NY 10168212-953-1250montarosa.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 23 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
MONTAROSA LLC CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MONTAROSA LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants16
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 | MONTAROSA LLC CASH BALANCE PLAN | CashBalance | $3.3M | 7 | 2024 | |
| 001 | MONTAROSA LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 16 | 2024 |
Retirement plans