Plan Snapshot
- Plan Sponsor: Montello & Associates, P.A.
- Sponsor EIN: 542138945
- Sponsor Address: 2750 N.E. 185TH STREET, SUITE 201, AVENTURA, FL, 33180
- Plan Type: DB
- Total Participants: 2
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.2M | $0 | $0 |
| 2023 | 2 | $1.2M | $21,809 | $0 |
| 2022 | 3 | $1.2M | $25,403 | $0 |