Plan Snapshot
- Plan Sponsor: Montgomery Bancorporation, INC.
- Sponsor EIN: 431350414
- Sponsor Address: ONE MONTGOMERY BANK PLAZA, SIKESTON, MO, 63801
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $25.4M
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 | 198 | $25.4M | $465,760 | $1.3M |
| 2023 | 208 | $23.2M | $458,295 | $1.3M |
| 2022 | 187 | $20.2M | $378,761 | $1.2M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $97,892 | $43,113 | — | — | — |
| 2023 | $88,578 | $38,924 | — | — | — |
| 2022 | $86,744 | $38,293 | — | — | — |