Plan Snapshot
- Plan Sponsor: Montague Derose And Associates, LLC
- Sponsor EIN: 954529722
- Sponsor Address: 3100 OAK ROAD, SUITE 210, WALNUT CREEK, CA, 94597
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 16 | $7.5M | $67,325 | $280,232 |
| 2023 | 12 | $6.2M | $59,512 | $202,085 |
| 2022 | 12 | $4.8M | $86,463 | $220,593 |