# Dick Anderson Construction 401(k) Plan
Source: https://planprovider.pro/companies/dick-anderson-construction-810380463-501

> Dick Anderson Construction&#39;s 401(k) plan: 488 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dick Anderson Construction

- **Sponsor EIN:** 810380463

- **Sponsor Address:** 3424 HIGHWAY 12 EAST, HELENA, MT, 59601

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 488

- **Total Assets:** $3.3M

## 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|488|$3.3M|$8.6M|$395,096|

| 2023|456|$2.8M|$8.4M|$236,232|

| 2022|438|$1.8M|$7.1M|$209,445|

## 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|

| BLUECROSS BLUESHIELD OF MONTANA|Other Service Provider|$6,710,956|—|$6,710,956|

| ALLIANT INSURANCE SERVICES|Other Service Provider|$70,800|—|$70,800|

| KCOE ISOM, LLP|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,795,756

- **Estimated Expense Ratio:** 206.693% 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|$480,912|—|$396,236|—|—|

| 2023|$586,548|—|$302,650|—|—|

| 2022|$360,770|—|$267,663|—|$90,074|

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