Plan Snapshot
- Plan Sponsor: Cushing Terrell
- Sponsor EIN: 810305543
- Sponsor Address: POB 1439 13 NORTH 23RD STREET, BILLINGS, MT, 59103
- Plan Type: 401(k)
- Total Participants: 497
- Total Assets: $91.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 497 | $91.6M | $2.1M | $3.6M |
| 2023 | 406 | $73.7M | $1.9M | $3.3M |
| 2022 | 434 | $60.8M | $0 | $3.1M |
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 | $198,505 | — | — | — | — |
| 2023 | $186,071 | — | — | — | — |
| 2022 | $195,951 | — | $195,951 | — | — |