Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$26.1M
- PLAN & TRUST (#003)$10.1M
Filings through .
2 plans aggregated / $36.2M assets / 745 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 |
|---|---|---|---|---|---|
| #002 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | Money purchase | $26.1M | 415 | 2025 |
| #003 | MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST | 401(k) | $10.1M | 330 | 2025 |