Plan Snapshot
- Plan Sponsor: Century Companies, INC.
- Sponsor EIN: 810359330
- Sponsor Address: PO BOX 579, LEWISTOWN, MT, 59457
- Plan Type: DC
- Total Participants: 183
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $18.8M | $1.2M | $0 |
| 2023 | 175 | $16.1M | $968,794 | $0 |
| 2022 | 160 | $13.5M | $897,219 | $0 |
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 |
|---|---|---|---|---|
| ADMN COMMITTEE, MT CONTRACTORS ASSN | Recordkeeper | $60,246 | — | $60,246 |
| BUCKLEY MAXWELL DIXON DOLEZAL PC | Other Service Provider | $29,566 | — | $29,566 |
| CULLEN CAPITAL MANAGEMENT LLC | Other Service Provider | $27,861 | — | $27,861 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $24,621 | — | $24,621 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $21,408 | — | $21,408 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $13,280 | — | $13,280 |
| EIDE BAILLY LLP | Auditor | $6,101 | — | $6,101 |
| DELAWARE CHARTER GUARANTEE & TRUST | Recordkeeper | $5,122 | — | $5,122 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- DELAWARE CHARTER GUARANTEE & TRUST — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,205
- Estimated Expense Ratio: 1.002% 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 | $190,818 | $92,238 | — | $3,812 | — |
| 2023 | $176,720 | $77,678 | — | $4,455 | — |
| 2022 | $149,608 | $78,340 | — | — | $71,268 |