Plan Snapshot
- Plan Sponsor: Century Companies, INC.
- Sponsor EIN: 810359330
- Sponsor Address: PO BOX 579, LEWISTOWN, MT, 59457
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $8.9M
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 | $8.9M | $255,592 | $689,680 |
| 2023 | 175 | $7.1M | $26,233 | $551,522 |
| 2022 | 160 | $5.8M | $29,607 | $480,399 |
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 |
|---|---|---|---|---|
| CULLEN CAPITAL MANAGEMENT LLC | Other Service Provider | $12,748 | — | $12,748 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $11,266 | — | $11,266 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $9,796 | — | $9,796 |
| ADMN COMMITTEE, MT CONTRACTORS ASSN | Recordkeeper | $6,480 | — | $6,480 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $6,076 | — | $6,076 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,366
- Estimated Expense Ratio: 0.523% 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 | $52,807 | $42,205 | — | $410 | — |
| 2023 | $43,634 | $33,845 | — | $441 | — |
| 2022 | $41,795 | $32,564 | — | — | $9,231 |