Plan Snapshot
- Plan Sponsor: Easter Seals Goodwill Northern Rocky Mountain, INC.
- Sponsor EIN: 810232125
- Sponsor Address: 425 1ST AVENUE NORTH, GREAT FALLS, MT, 59401
- Plan Type: 401(k)
- Total Participants: 949
- Total Assets: $12.6M
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 | 949 | $12.6M | $453,589 | $776,369 |
| 2023 | 881 | $11.1M | $383,147 | $674,383 |
| 2022 | 872 | $9.2M | $326,357 | $548,526 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $69,082 | — | $69,082 | — | — |
| 2023 | $64,983 | $2 | — | — | — |
| 2022 | $72,342 | — | $72,342 | — | — |