# Montgomery Automotive Dealerships, INC. 401(k) Plan
Source: https://planprovider.pro/companies/montgomery-automotive-dealerships-inc-401k-plan

> Montgomery Automotive Dealerships, INC.'s 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mather-and-co-cpas-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/montgomery-automotive-dealerships-inc-401k-plan)

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