Plan Snapshot
- Plan Sponsor: First National Bancorp, INC.
- Sponsor EIN: 810433412
- Sponsor Address: C/O FIRST MONTANA BANK, MISSOULA, MT, 59802
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $14.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $14.0M | $214,537 | $397,758 |
| 2023 | 97 | $12.5M | $210,961 | $372,995 |
| 2022 | 94 | $11.4M | $185,769 | $364,219 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, 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 | $67,930 | $1,778 | $66,103 | — | — |
| 2023 | $54,492 | $1,426 | $52,843 | — | — |
| 2022 | $58,823 | — | $53,453 | — | $5,370 |