Plan Snapshot
- Plan Sponsor: Montfort Bros., INC.
- Sponsor EIN: 141402204
- Sponsor Address: 44 ELM STREET, FISHKILL, NY, 12524
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 21 | $3.7M | $76,660 | $193,147 |
| 2023 | 23 | $3.2M | $61,414 | $169,217 |
| 2022 | 22 | $2.6M | $56,065 | $147,274 |