Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTANA TECH FOUNDATION
EIN 81-0250363higher educationLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 48 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTANA TECH FOUNDATION 403B DC RETIREMENT PLAN
403b
Assets$3.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONTANA TECH FOUNDATION 403B TDA RETIREMENT PLAN
403b
Assets$684K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTANA TECH FOUNDATION 403B DC RETIREMENT PLAN | 403b | $3.1M | 32 | 2024 | |
| 002 | MONTANA TECH FOUNDATION 403B TDA RETIREMENT PLAN | 403b | $684K | 16 | 2024 |
Retirement plans