Filings through .
First Interstate Wealth Management
Matched across 4 name variants in the filings
First Interstate Wealth Management summary
First Interstate Wealth Management appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $865M in assets for 7,378 participants. The median client plan holds $10.5M. Most client plans are sponsored in MT, SD and CO. The largest clients by plan assets are Harnish Group Inc., Wyoming Machinery Company and Crowley Fleck PLLP. Plans reported $772K in direct and indirect compensation paid to First Interstate Wealth Management. The median is $26K per plan.
- Participants
- 7,378
- Median plan assets
- $10.5M
- Median plan participants
- 225
- Median fees per plan
- $26K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Harnish Group Inc. | WA | $287M | 1,644 |
| Wyoming Machinery Company | WY | $165M | 955 |
| Crowley Fleck PLLP | MT | $124M | 310 |
| Cushing Terrell | MT | $106M | 680 |
| The Finway Group | IA | $57.6M | 568 |
| Menholt Automotive Group | MT | $26.2M | 537 |
| Easter Seals Goodwill Northern Rocky Mountain, Inc. | MT | $14.9M | 969 |
| Heimes Corp. | NE | $10.5M | 154 |
| Big Horn Hospital Association | MT | $10.5M | 127 |
| The Koehler Organization | SD | $10.0M | 384 |
| Archie Cochrane Motors, Inc. | MT | $9.7M | 138 |
| Energy Laboratories, Inc. | MT | $9.1M | 172 |
| The Parlour Inc. | CO | $8.8M | 144 |
| Presbyterian Retirement Village of Rapid City, Inc. Dba Westhills Vill | SD | $8.4M | 225 |
| Ana-Fam, Inc. | SD | $8.0M | 113 |
| Alternatives, Inc. | MT | $5.3M | 157 |
| First Dakota Title Limited Partnership | SD | $3.4M | 101 |
- Harnish Group Inc.$287MWAParticipants 1,644
- WYParticipants 955
- Crowley Fleck PLLP$124MMTParticipants 310
- Cushing Terrell$106MMTParticipants 680
- The Finway Group$57.6MIAParticipants 568
- Menholt Automotive Group$26.2MMTParticipants 537
- MTParticipants 969
- Heimes Corp.$10.5MNEParticipants 154
- MTParticipants 127
- The Koehler Organization$10.0MSDParticipants 384
- MTParticipants 138
- MTParticipants 172
- The Parlour Inc.$8.8MCOParticipants 144
- SDParticipants 225
- Ana-Fam, Inc.$8.0MSDParticipants 113
- Alternatives, Inc.$5.3MMTParticipants 157
- SDParticipants 101
Top client states
- MT8 plans
- SD4 plans
- CO1 plan
- IA1 plan
- NE1 plan
Frequently asked questions
- Who uses First Interstate Wealth Management?
- 17 retirement plans list First Interstate Wealth Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Harnish Group Inc., Wyoming Machinery Company, Crowley Fleck PLLP, Cushing Terrell and The Finway Group. Most client plans are sponsored in MT, SD and CO.
- How many plans does First Interstate Wealth Management serve?
- First Interstate Wealth Management serves 17 retirement plans with $865M in plan assets and 7,378 participants, based on the latest Form 5500 filings through 2024.
- What does First Interstate Wealth Management charge?
- Plans reported $772K in total Schedule C compensation paid to First Interstate Wealth Management. The median plan paid $26K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17-3 YoYRank #796 of mapped providers
Assets under administration$865M0.0%Rank #4870 by share of filed assets
Fees received$771,986Median $26,254/planSum across Schedule C direct + indirect
Net wins YoY+02 won - 2 lostPlan-level switch detection
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