# Montague Derose And Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/montague-derose-and-associates-llc-401k-plan

> Montague Derose And Associates, LLC's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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