Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#004)$3.2M
- PLAN & TRUST (#005)$1.3M
Filings through .
2 plans aggregated / $4.5M assets / 130 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
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | Money purchase | $3.2M | 68 | 2025 |
| #005 | MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST | Money purchase | $1.3M | 62 | 2025 |