Retirement plan

COLSTRIP PARK AND RECREATION DISTRICT M. P. PENSION PLAN

Name: COLSTRIP PARK AND RECREATION DISTRICT - COLSTRIP PARK AND RECREATION DISTRICT M. P. PENSION PLAN (2025) Form 5500
Creator: COLSTRIP PARK AND RECREATION DISTRICT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLSTRIP PARK AND RECREATION DISTRICT M. P. PENSION PLAN, COLSTRIP PARK AND RECREATION DISTRICT

COLSTRIP PARK AND RECREATION DISTRICTEIN 81-0380717Plan #001PY 2025

110 PARK STREET, P.O. BOX 127 - COLSTRIP, MT 593230127406-748-3326LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$782K

+13.1% from 2024

Total participants

0.0% from 2024

Average account balance

$86,867

+13.1% from 2024

Annual return

9.19%

-14.05 pp from 2024

Benchmarks

See 3,523 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort3,523 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$782K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$87K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$161

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C3D2G2F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$289 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.185%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,867

$167,030-48.0%

$135,768-36.0%

$155,188-44.0%

Participation rate

100.0%

76.2%+23.8pp

71.1%+28.9pp

80.8%+19.2pp

Annual return

9.19%

678.39%-669.2pp

526.10%-516.9pp

148.84%-139.7pp

Employer contribution / active EE

$4,132-100.0%

$3,394-100.0%

$4,248-100.0%

Participant deferral / active EE

$5,538

$4,528+22.3%

$3,977+39.2%

$6,531-15.2%

Admin fee / account holder

$161

$8,172-98.0%

$7,048-97.7%

$14,480-98.9%

COLSTRIP PARK AND RECREATION DISTRICT M. P. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLSTRIP PARK AND RECREATION DISTRICT M. P. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion