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  1. Companies/
  2. Monticello Associates, Inc.

Filings through Oct 24, 2026.

Monticello Associates, Inc.

EIN 84-1205635-investment management-Latest filing 2025
Plans
1
Retirement
1
$57.8M assets
Health & Benefits
0
Participants
80
1800 LARIMER STREET SUITE 2100 - DENVER, CO 80202303-572-6313monticelloassociates.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$57.8M - 80 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MONTICELLO ASSOCIATES, INC. PROFIT SHARING PLAN

401(k)

Assets$57.8M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MONTICELLO ASSOCIATES, INC. PROFIT SHARING PLAN401(k)$57.8M802025
  • MONTICELLO ASSOCIATES, INC. PROFIT SHARING PLAN$57.8M
    #001 · 401(k) · 202580
Retirement plans
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