Plan Snapshot
- Plan Sponsor: Conlin'S Furniture, INC.
- Sponsor EIN: 810384581
- Sponsor Address: 739 S 20TH ST W, BILLINGS, MT, 59102
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 88
- Total Assets: $791,266
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 | 88 | $791,266 | $741,396 | $382,842 |
| 2023 | 116 | $946,206 | $792,209 | $426,226 |
| 2022 | 104 | $813,707 | $758,042 | $407,472 |
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 |
|---|---|---|---|---|
| PAYNEWEST INSURANCE INC | Other Service Provider | $22,410 | — | $22,410 |
| EIDE BAILLY LLP | Auditor | $17,695 | — | $17,695 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,105
- Estimated Expense Ratio: 5.068% 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 | $108,263 | — | $68,158 | — | — |
| 2023 | $109,509 | — | $71,727 | — | — |
| 2022 | $106,713 | — | $69,183 | — | $13,050 |