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Sponsor portfolio

BIG SKY RETIREMENT

EIN 82-4211528-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
13
900 N MONTANA AVE STE A1 - HELENA, MT 59601406-513-1090bigskyretirement.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.2M - 7 part#002CashBalance-$744K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SKY RETIREMENT 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SKY RETIREMENT 401(K) (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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

BIG SKY RETIREMENT 401(K) PLAN

401k

Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BIG SKY RETIREMENT CASH BALANCE PLAN

CashBalance

Assets$744K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BIG SKY RETIREMENT 401(K) PLAN401k$2.2M72025
002BIG SKY RETIREMENT CASH BALANCE PLANCashBalance$744K62025
Retirement plans
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