Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.3M
- PLAN & TRUST (#002)$496K
Filings through .
2 plans aggregated / $1.8M assets / 97 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | Money purchase | $1.3M | 50 | 2025 |
| #002 | MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST | 401(k) | $496K | 47 | 2025 |