Montgomery's 401(k) Plan
Sponsored by Montgomerys Furniture, Inc. · EIN 460399263 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 110
- With balances
- 111
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $8,669 |
| Definiti Llc | Accounting, Contract administrator | $5,040 |