Sponsor portfolio
MONTICELLO ASSET MANAGEMENT INC.
EIN 75-2574002real estateLatest filing 2025
Plans
1
Retirement
1
$282K assets
Welfare
0
Participants
67
9201 N CENTRAL EXPY, SUITE 150 - DALLAS, TX 75231972-630-6662monticelloproperties.comLinkedIn1-10 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTICELLO ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $282K | 67 | 2025 |
Retirement plans