Sponsor portfolio
JEFF BOLSTAD
EIN 81-0452641Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$1.8M assets
Welfare
1
Participants
10
1040 WEST CUSTER AVE - HELENA, MT 59602406-449-2545
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFF BOLSTAD PROFIT SHARING PLAN
ProfitSharing
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
JEFF BOLSTAD PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFF BOLSTAD PROFIT SHARING PLAN | ProfitSharing | $1.8M | 5 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | JEFF BOLSTAD PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans