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Sponsor portfolio

DR. GARY MONTALVO

EIN 66-0377090-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
3
400 C/ DOMENECH, SUITE 506 - SAN JUAN, PR 00918787-754-8625
Plans on this EIN
1 filing
#001ProfitSharing-$1.5M - 3 part

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Retirement#001

GARY MONTALVO PROFIT SHARING RETIREMENT PLAN

ProfitSharing

Assets$1.5M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GARY MONTALVO PROFIT SHARING RETIREMENT PLANProfitSharing$1.5M32025
Retirement plans
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