Plan Snapshot
- Plan Sponsor: Jackson Contractor Group, INC.
- Sponsor EIN: 810535453
- Sponsor Address: PO BOX 967, MISSOULA, MT, 59806
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $7.0M
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 | $7.0M | $0 | $817,721 |
| 2023 | 327 | $5.8M | $0 | $741,239 |
| 2022 | 418 | $4.5M | $0 | $908,083 |
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 |
|---|---|---|---|---|
| CULLEN CAPITAL MANAGEMENT LLC | Other Service Provider | $9,969 | — | $9,969 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $8,810 | — | $8,810 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $7,660 | — | $7,660 |
| ADMN COMMITTEE, MT CONTRACTORS ASSN | Recordkeeper | $6,677 | — | $6,677 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,116
- Estimated Expense Ratio: 0.474% 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 | $43,928 | $33,003 | — | $422 | — |
| 2023 | $38,623 | $26,807 | — | $532 | — |
| 2022 | $36,864 | $24,219 | — | — | $12,645 |