Plan Snapshot
- Plan Sponsor: Montgomery-Sansome LP
- Sponsor EIN: 943274484
- Sponsor Address: 161 EL CAMINO REAL, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: DC
- Total Participants: 13
- Total Assets: $58,095
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13 | $58,095 | $0 | $0 |
| 2023 | 10 | $58,118 | $200 | $0 |
| 2022 | 6 | $79,215 | $0 | $0 |