Plan Snapshot
- Plan Sponsor: Montgomery Pediatrics, INC.
- Sponsor EIN: 311425710
- Sponsor Address: 9157 MONTGOMERY RD. STE 100, CINCINNATI, OH, 452427731
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 16
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 16 | $3.0M | $28,996 | $120,892 |
| 2023 | 13 | $2.6M | $23,778 | $118,442 |
| 2022 | 13 | $2.1M | $23,866 | $103,768 |
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