# Old Mountain Private Family Trust, INC. 401(k) Plan
Source: https://planprovider.pro/companies/old-mountain-private-family-trust-inc-plan

> Old Mountain Private Family Trust, INC.'s 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Old Mountain Private Family Trust, INC.

- **Sponsor EIN:** 261998085

- **Sponsor Address:** 200 CLARENDON STREET, BOSTON, MA, 02116

- **Plan Type:** 401(k)

- **Total Participants:** 17

- **Total Assets:** $4.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|17|$4.3M|$202,263|$143,886|

| 2023|16|$3.4M|$169,440|$177,221|

| 2022|23|$3.3M|$157,545|$165,244|

## Similar Plans

- [Mindleaf Technologies, INC.](https://planprovider.pro/companies/mindleaf-technologies-inc-401k-plan) — 11 participants

- [Crystal Zaik Consulting Corp.](https://planprovider.pro/companies/crystal-zaik-consulting-corp-401k-plan) — 1 participants

- [Bicycle Health INC.](https://planprovider.pro/companies/bicycle-health-inc-plan-001) — 121 participants

- [Virtual Incorporated](https://planprovider.pro/companies/virtual-incorporated-401k-plan) — 160 participants

- [Veranex, INC.](https://planprovider.pro/companies/veranex-inc-401k-plan) — 339 participants

- [Harvey Tool Company, LLC](https://planprovider.pro/companies/harvey-tool-company-llc-401k-plan) — 494 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/old-mountain-private-family-trust-inc-plan)

© 2026 PlanProvider.Pro