# Monticello Consulting Group In 401(k) Plan
Source: https://planprovider.pro/companies/monticello-consulting-group-in-401k-plan

> Monticello Consulting Group In's 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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