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Sponsor portfolio

PLANNED & ENGINEERED CONSTRUCTION

EIN 81-0481268-Construction-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
105
3400 CENTENNIAL DRIVE - HELENA, MT 59601406-447-5030
Plans on this EIN
2 filings
#001MoneyPurchase-$2.1M - 56 part#002401k-$210K - 49 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 105 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN & TRUST (#001)91%
  • PLAN & TRUST (#002)9%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)56
  • PLAN & TRUST (#002)49
Total 105Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST

MoneyPurchase

Assets$2.1M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST

401k

Assets$210K
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUSTMoneyPurchase$2.1M562024
002MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST401k$210K492024
Retirement plans
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