Original filing (PDF)20250607064611NAL0013151665001

MONTGOMERY MOTORS, LIMITED

Name: MONTGOMERY MOTORS, LIMITED — MONTGOMERY MOTORS, LIMITED 401(K) PLAN, Form 5500 (2024)
Creator: MONTGOMERY MOTORS, LIMITED

Form 5500-SF

FILING_RECEIVED

MONTGOMERY MOTORS, LIMITED 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTGOMERY MOTORS, LIMITED.

Plan sponsor

Name

MONTGOMERY MOTORS, LIMITED

EIN

99-0078643

Address

550 NORTH NIMITZ HIGHWAY · UNIT 2 · HONOLULU, HI · 96817

Phone

(808) 536-7023

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

NORTHWEST ARKANSAS MOTORCYCLES, LLC

PIG TRAIL HARLEY-DAVIDSON/BUELL 401(K) PLAN

$2.3M · 54 participants

JCS LOGISTICS INC

JCS LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 3 participants

OREGON TRACTOR & EQUIPMENT CO, INC.

OREGON TRACTOR RETIREMENT PLAN

$2.3M · 11 participants

SCHWIETERS CHEVROLET OF COLD SPRING

SCHWIETERS CS 401(K) PLAN

$2.3M · 62 participants

BARTELS MOTORCYCLE ENTERPRISES,

BARTELS' MOTORCYCLE ENTERPRISES, INC. 401K PLAN