Plan Snapshot
- Plan Sponsor: Montgomery Entities, LLC
- Sponsor EIN: 850497146
- Sponsor Address: 2117 2ND AVE NORTH, BIRMINGHAM, AL, 352033702
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $1.4M
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 | 24 | $1.4M | $58,820 | $120,314 |
| 2023 | 21 | $1.1M | $50,988 | $101,043 |
| 2022 | 10 | $248,209 | $44,961 | $27,982 |