Plan Snapshot
- Plan Sponsor: Monticello Consulting Group In
- Sponsor EIN: 753161017
- Sponsor Address: 1791 CAMBRIDGE DR, RICHMOND, VA, 232385839
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $2.8M
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 | 32 | $2.8M | $68,265 | $338,050 |
| 2023 | 41 | $3.4M | $99,815 | $512,422 |
| 2022 | 52 | $2.5M | $76,722 | $524,077 |