Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$16.0M
- PLAN & TRUST (#003)$9.2M
Filings through .
2 plans aggregated / $25.2M assets / 466 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 | $16.0M | 224 | 2025 |
| #003 | MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST | 401(k) | $9.2M | 242 | 2025 |