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: 566
- Total Assets: $42.3M
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 | 566 | $42.3M | $1.9M | $0 |
| 2023 | 621 | $36.7M | $2.7M | $0 |
| 2022 | 517 | $30.7M | $2.7M | $0 |
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 |
|---|---|---|---|---|
| ADMN COMMITTEE, MT CONTRACTORS ASSN | Recordkeeper | $177,941 | — | $177,941 |
| BUCKLEY MAXWELL DIXON DOLEZAL PC | Other Service Provider | $87,324 | — | $87,324 |
| CULLEN CAPITAL MANAGEMENT LLC | Other Service Provider | $63,075 | — | $63,075 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $55,739 | — | $55,739 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $48,467 | — | $48,467 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $30,065 | — | $30,065 |
| EIDE BAILLY LLP | Auditor | $18,019 | — | $18,019 |
| DELAWARE CHARTER GUARANTEE & TRUST | Recordkeeper | $11,595 | — | $11,595 |
| THE TRAVELERS INDEMNITY COMPANY | Other Service Provider | $5,905 | — | $5,905 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- DELAWARE CHARTER GUARANTEE & TRUST — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $498,130
- Estimated Expense Ratio: 1.178% 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 | $499,981 | $208,818 | — | $11,259 | — |
| 2023 | $458,195 | $173,143 | — | $12,822 | — |
| 2022 | $365,107 | $171,609 | — | — | $193,498 |