Plan Snapshot
- Plan Sponsor: Montreux Investments, LLC
- Sponsor EIN: 680656032
- Sponsor Address: PO BOX 990, LARCHMONT, NY, 10538
- Plan Type: DC
- Total Participants: 2
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2 | $18.2M | $46,000 | $30,500 |
| 2023 | 2 | $17.9M | $43,500 | $30,000 |
| 2022 | 2 | $16.2M | $40,500 | $27,000 |