Plan Snapshot
- Plan Sponsor: Jackson Contractor Group, INC.
- Sponsor EIN: 810535453
- Sponsor Address: P. O. BOX 967, MISSOULA, MT, 59806
- Plan Type: DC
- Total Participants: 249
- Total Assets: $21.2M
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 | 249 | $21.2M | $1.9M | $0 |
| 2023 | 327 | $17.5M | $2.5M | $0 |
| 2022 | 418 | $13.5M | $1.7M | $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 | $99,104 | — | $99,104 |
| BUCKLEY MAXWELL DIXON DOLEZAL PC | Other Service Provider | $48,635 | — | $48,635 |
| CULLEN CAPITAL MANAGEMENT LLC | Other Service Provider | $31,129 | — | $31,129 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $27,509 | — | $27,509 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $23,919 | — | $23,919 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $14,838 | — | $14,838 |
| EIDE BAILLY LLP | Auditor | $10,036 | — | $10,036 |
| DELAWARE CHARTER GUARANTEE & TRUST | Recordkeeper | $5,722 | — | $5,722 |
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: $260,892
- Estimated Expense Ratio: 1.231% 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 | $265,218 | $103,056 | — | $6,270 | — |
| 2023 | $270,459 | $81,040 | — | $8,520 | — |
| 2022 | $233,961 | $75,903 | — | — | $158,058 |