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MONTE HOLM & ASSOCIATES, LC

EIN 52-2328089-real estate-Latest filing 2025
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
4
616 SOUTH 300 EAST ST - ST. GEORGE, UT 84770435-656-0900LinkedIn1-10 employeesreal estate
Plans on this EIN
1 filing
#001CashBalance-$5.6M - 4 part

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Retirement#001

MONTE HOLM & ASSOCIATES, LC DEFINED BENEFIT PLAN

CashBalance

Assets$5.6M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTE HOLM & ASSOCIATES, LC DEFINED BENEFIT PLANCashBalance$5.6M42025
Retirement plans
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