Plan Snapshot
- Plan Sponsor: Montgomery Family Enterprises, INC.
- Sponsor EIN: 853382560
- Sponsor Address: 50 SECOND AVENUE, SUITE 2, COLLEGEVILLE, PA, 19426
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $1.4M | $4,420 | $13,079 |
| 2023 | 16 | $998,652 | $1,009 | $15,550 |
| 2022 | 27 | $455,269 | $99 | $246 |