Plan Snapshot
- Plan Sponsor: Carroll College
- Sponsor EIN: 810231774
- Sponsor Address: 1601 N. BENTON AVENUE, HELENA, MT, 596250001
- Plan Type: 403(b)
- Total Participants: 268
- Total Assets: $55.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 268 | $55.3M | $566,844 | $947,585 |
| 2023 | 280 | $52.0M | $540,821 | $927,443 |
| 2022 | 311 | $47.1M | $521,147 | $941,493 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $446 | — | $446 | — | — |
| 2023 | $75 | — | $75 | — | — |
| 2022 | $25 | — | $25 | — | — |