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Sponsor portfolio

TALCOTT CONSTRUCTION, INC.

EIN 81-1745842-Construction-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
59
18887 MORAY STREET - WESTFIELD, IN 46074406-952-3630
Plans on this EIN
2 filings
#001MoneyPurchase-$2.1M - 36 part#002401k-$260K - 23 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN & TRUST (#001)89%
  • PLAN & TRUST (#002)11%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)36
  • PLAN & TRUST (#002)23
Total 59Click 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
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

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

401k

Assets$260K
Participants23
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$2.1M362024
002MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST401k$260K232024
Retirement plans
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