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Sponsor portfolio

MONTES ELECTRIC INC

EIN 27-4388106-construction-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
31
1927 N SHARON AMITY RD - CHARLOTTE, NC 282057921704-267-1058monteselectricinc.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$812K - 24 part#002TraditionalDB-$501K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN & TRUST (#001)62%
  • DEFINED BENEFIT PLAN (#002)38%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)24
  • DEFINED BENEFIT PLAN (#002)7
Total 31Click 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

MONTES ELECTRIC INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$812K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MONTES ELECTRIC, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$501K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTES ELECTRIC INC 401(K) PROFIT SHARING PLAN & TRUST401k$812K242025
002MONTES ELECTRIC, INC. DEFINED BENEFIT PLANTraditionalDB$501K72024
Retirement plans
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