# First Montgomery Payroll INC. 401(k) Plan
Source: https://planprovider.pro/companies/first-montgomery-payroll-inc-401k-plan

> First Montgomery Payroll INC.'s 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Montgomery Payroll INC.

- **Sponsor EIN:** 223455347

- **Sponsor Address:** 222 HADDON AVENUE, HADDON TOWNSHIP, NJ, 081082827

- **Plan Type:** 401(k)

- **Total Participants:** 121

- **Total Assets:** $12.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|121|$12.5M|$324,080|$744,846|

| 2023|117|$10.5M|$266,785|$672,664|

| 2022|122|$8.9M|$228,164|$593,967|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JSC ADVISORS|NONE|$24,869|—|$24,869|

| ASCENSUS LLC|NONE|$14,119|$160|$14,279|

| BOWMAN & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOWMAN & COMPANY LLP](https://planprovider.pro/provider/bowman-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,148

- **Estimated Expense Ratio:** 0.314% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,988|$24,869|$14,119|—|—|

| 2023|$47,975|$29,821|$18,154|—|—|

| 2022|$55,522|$31,801|$23,721|—|—|

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