# Montgomery Family Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/montgomery-family-enterprises-inc-401k-plan

> Montgomery Family Enterprises, INC.'s 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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