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MONTEVERDE GROUP, LLC

EIN 61-1515940-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.7M assets
Welfare
0
Participants
12
ONE GATEWAY CENTER, 420 FORT DUQUESNE BLVD, SUITE 2000 - PITTSBURGH, PA 152221444412-391-0419monteverdegroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.7M - 12 part

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Retirement#001

MONTEVERDE GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.7M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTEVERDE GROUP, LLC 401(K) PROFIT SHARING PLAN401k$4.7M122025
Retirement plans
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