Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE UNIVERSITY OF MONTANA FOUNDATION
EIN 81-0362989fund-raisingLatest filing 2024
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
207
950 ARTHUR AVENUE - MISSOULA, MT 598120800406-243-2593supportum.orgLinkedIn51-200 employeesfund-raising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.3M assets / 207 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#003
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$8.2M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE UNIVERSITY OF MONTANA FOUNDATION TAX-DEFERRED ANNUITY PLAN
403b
Assets$3.2M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $8.2M | 142 | 2024 | |
| 004 | THE UNIVERSITY OF MONTANA FOUNDATION TAX-DEFERRED ANNUITY PLAN | 403b | $3.2M | 65 | 2024 |
Retirement plans