Sponsor portfolio
MONTES LCSW INC.
EIN 83-2408799mental health careLatest filing 2025
Plans
1
Retirement
1
$180K assets
Welfare
0
Participants
18
5000 BIRCH ST WEST TOWER, STE 3000 - NEWPORT BEACH, CA 92660818-741-6068LinkedIn1-10 employeesmental health care
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 | MONTES LCSW 401(K) PLAN | 401k | $180K | 18 | 2025 |
Retirement plans