Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$3.1M
- PLAN & TRUST (#002)$659K
Filings through .
2 plans aggregated / $3.8M assets / 135 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 |
|---|---|---|---|---|---|
| #001 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | Money purchase | $3.1M | 69 | 2025 |
| #002 | MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST | 401(k) | $659K | 66 | 2025 |