Plan Snapshot
- Plan Sponsor: Human Resource Development Cou
- Sponsor EIN: 810350886
- Sponsor Address: 32 S TRACY AVE, BOZEMAN, MT, 597154659
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $5.8M
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 | 134 | $5.8M | $361,717 | $499,715 |
| 2023 | 139 | $4.7M | $296,344 | $427,772 |
| 2022 | 128 | $4.0M | $260,503 | $349,201 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC | Recordkeeper | $11,100 | — | $11,100 |
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $7,646 | — | $7,646 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,746
- Estimated Expense Ratio: 0.322% 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 | $19,522 | $7,646 | $11,876 | — | — |
| 2023 | $10,513 | $8,810 | $1,703 | — | — |
| 2022 | $8,442 | — | $8,442 | — | — |