Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
MONTICELLO PROPERTY MANAGEMENT, INC.
EIN 45-3585685Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
9
27214 DRIFTWOOD DRIVE - BONITA SPRINGS, FL 34135239-560-6517
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 9 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
CARNEY TIRE CAR CARE CENTER & TITLE SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARNEY TIRE CAR CARE CENTER & TITLE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$696K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARNEY TIRE CAR CARE CENTER & TITLE SERVICES, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 3 | 2025 | |
| 001 | CARNEY TIRE CAR CARE CENTER & TITLE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $696K | 6 | 2025 |
Retirement plans