Montgomery Transport, Llc 401(k) Plan: Login, Facts & Contact Information

Montgomery Transport, Llc 401(k) Plan Facts

Plan name
MONTGOMERY TRANSPORT, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MONTGOMERY TRANSPORT, LLC
Participants
780 (599 active employees)
Former employees with a balance
57
Plan assets
$8,073,899 at Dec 31, 2024
Average account balance
$31,053 across 260 accounts
Employer contributions
$518,676 in plan year 2024 (35% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2014
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.50 million went into the plan in contributions, $518,676 of it from the employer (35%).
  • $1.22 million was paid out to participants.
  • Investment and other income added $888,817.
  • Administrative expenses were $90,658, about $349 per account.

How the Montgomery Transport, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019524$3.58 million$306,011$488,242
2020670$4.98 million$402,471$660,305
2021720$6.30 million$479,468$791,996
2022730$5.88 million$572,907$661,223
2023746$7.00 million$558,532$1.12 million
2024780$8.07 million$518,676$1.22 million

Montgomery Transport, Llc 401(k) Contact Information

Phone
205-332-7482
Mailing address
2563 COMMERCE CIRCLE, BIRMINGHAM AL 35217
Plan sponsor
MONTGOMERY TRANSPORT, LLC
Employer identification number (EIN)
45-1743971
Plan number
001

Questions about the Montgomery Transport, Llc 401(k)

Does Montgomery Transport, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $518,676, 35% of all contributions.

Does the Montgomery Transport, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Montgomery Transport, Llc 401(k) plan?

780 participants at the start of plan year 2024, 599 of them active employees, and 57 former employees who still had money in the plan.

What is the average 401(k) balance at Montgomery Transport, Llc?

About $31,053 per account: $8.07 million in plan assets across 260 accounts with a balance at the end of plan year 2024.

Who manages the Montgomery Transport, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Montgomery Transport, Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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