Plan Snapshot
- Plan Sponsor: Great West Engineering, INC.
- Sponsor EIN: 202501633
- Sponsor Address: 2501 BELT VIEW DRIVE, HELENA, MT, 59601
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $19.9M
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 | 104 | $19.9M | $930,323 | $1.1M |
| 2023 | 115 | $15.9M | $609,938 | $879,764 |
| 2022 | 103 | $12.5M | $627,918 | $753,706 |
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 |
|---|---|---|---|---|
| JCCS, PC. | Auditor | — | — | $0 |
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 | $32,379 | $4,808 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |