Plan Snapshot
- Plan Sponsor: Montgomery Automotive Dealerships, INC.
- Sponsor EIN: 610715594
- Sponsor Address: P.O. BOX 36184, LOUISVILLE, KY, 40213
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $9.8M
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 | 195 | $9.8M | $199,356 | $741,211 |
| 2023 | 179 | $9.1M | $185,150 | $777,928 |
| 2022 | 238 | $8.0M | $215,215 | $1.0M |
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 |
|---|---|---|---|---|
| MATHER & CO. CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER & CO. CPA'S LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,676 | — | — | — | — |
| 2023 | $75,851 | — | — | — | — |
| 2022 | $95,247 | $3,877 | — | — | — |