Plan Snapshot
- Plan Sponsor: Archie Cochrane Motors, INC.
- Sponsor EIN: 810344242
- Sponsor Address: 2133 KING AVENUE WEST, BILLINGS, MT, 59102
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $8.7M | $228,077 | $454,198 |
| 2023 | 105 | $7.2M | $227,326 | $371,517 |
| 2022 | 90 | $5.9M | $168,062 | $340,815 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIRST INTERSTATE WEALTH MANAGEMENT | OTHER | $27,627 | — | $27,627 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $15,617 | — | $15,617 |
| REKDAHL, HOPKINS, HOWARD PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REKDAHL, HOPKINS, HOWARD PS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,244
- Estimated Expense Ratio: 0.498% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $43,244 | — | — | — | — |
| 2023 | $45,717 | $400 | — | — | — |
| 2022 | $45,828 | — | $14,607 | — | $31,221 |