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  2. MONTELLO & ASSOCIATES, P.A.
Sponsor portfolio

MONTELLO & ASSOCIATES, P.A.

EIN 54-2138945-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
2750 N.E. 185TH STREET, SUITE 201 - AVENTURA, FL 33180305-682-2000
Plans on this EIN
2 filings
#002TraditionalDB-$1.2M - 6 part#001401k-$179K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DEFINED BENEFIT PLAN (#002)87%
  • MONTELLO 401(K) (#001)13%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)6
  • MONTELLO 401(K) (#001)3
Total 9Click 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#002

MONTELLO DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONTELLO 401(K) PLAN

401k

Assets$179K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONTELLO DEFINED BENEFIT PLANTraditionalDB$1.2M62024
001MONTELLO 401(K) PLAN401k$179K32024
Retirement plans
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