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Sponsor portfolio

RONALD MONTEVERDE

EIN 85-0332961-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
8
3 REGENCY SQ - HOBBS, NM 882429789575-390-0028
Plans on this EIN
2 filings
#002ProfitSharing-$2.4M - 4 part#001MoneyPurchase-$1.9M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN QRP KEOGH (#002)56%
  • PLAN QRP KEOGH (#001)44%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN QRP KEOGH (#002)4
  • PLAN QRP KEOGH (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PROFIT SHARING PLAN QRP KEOGH

ProfitSharing

Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONEY PURCHASE PLAN QRP KEOGH

MoneyPurchase

Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PROFIT SHARING PLAN QRP KEOGHProfitSharing$2.4M42025
001MONEY PURCHASE PLAN QRP KEOGHMoneyPurchase$1.9M42025
Retirement plans
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