Plan Snapshot
- Plan Sponsor: Dick Anderson Construction, INC.
- Sponsor EIN: 810380463
- Sponsor Address: 3424 HIGHWAY 12 EAST, HELENA, MT, 59601
- Plan Type: DC
- Total Participants: 526
- Total Assets: $42.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 526 | $42.5M | $1.7M | $2.1M |
| 2023 | 482 | $29.0M | $881,106 | $1.7M |
| 2022 | 470 | $23.9M | $781,030 | $1.6M |
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 | $152,440 | $17,311 | $1,894 | — | — |
| 2023 | $141,485 | — | — | — | — |
| 2022 | $62,320 | $62,877 | — | — | — |