AUMdb

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan

Sponsored by Montgomery Automotive Dealerships, Inc. · EIN 610715594 · Plan #003

Total assets
$9.8M
Net assets
$9.8M
Active participants
195
With balances
172

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Reliance Trust Recordkeeping, Trustee (directed), Recordkeeping fees $5,720