OpenERISA

Monticello Asset Management INC.

Dallas, TX, 75251

EIN 75-2574002
Plans
1
Total participants
328
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531310
Plan sponsors in TexasReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Monticello Asset Management INC. 401(K) Profit Sharing Plan And Trust7
2023Form 5500-SF001Monticello Asset Management INC. 401(K) Profit Sharing Plan And Trust83
2022Form 5500-SF001Monticello Asset Management INC. 401(K) Profit Sharing Plan And Trust92
2021Form 5500-SF001Monticello Asset Management INC. 401(K) Profit Sharing Plan And Trust68
2020Form 5500-SF001Monticello Asset Management INC. 401(K) Profit Sharing Plan And Trust78

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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