Montgomery Transport, Llc 401(k) Plan
Sponsored by Montgomery Transport, Llc · EIN 451743971 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 599
- With balances
- 260
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $44,561 |
| Capfinancial Partners Llc | Investment advisory (plan) | $37,999 |
| Empower Advisory Group, Llc | Investment management | $8,098 |