# Montgomery Entities, LLC 401(k) Plan
Source: https://planprovider.pro/companies/montgomery-entities-llc-401k-plan

> Montgomery Entities, LLC's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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