# Laborers Agc Pension Trust Of Montana Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/laborers-agc-pension-trust-of-montana-board-of-trustees-916068929-001

> Laborers Agc Pension Trust Of Montana Board Of Trustees's DB plan: 1,796 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Laborers Agc Pension Trust Of Montana Board Of Trustees

- **Sponsor EIN:** 916068929

- **Sponsor Address:** 1322 NORTH POST PL, SPOKANE, WA, 99201

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,796

- **Total Assets:** $137.7M

## 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|1,796|$137.7M|$4.7M|$0|

| 2023|1,835|$135.6M|$4.8M|$0|

| 2022|1,879|$125.6M|$4.0M|$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|

| LOOMIS SAYLES & COMPANY, LP|Other Service Provider|$202,131|—|$202,131|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$192,847|—|$192,847|

| MILLIMAN, INC.|Recordkeeper|$127,701|—|$127,701|

| VERUS INVESTMENTS|Other Service Provider|$89,375|—|$89,375|

| THE LONDON COMPANY|Other Service Provider|$84,617|—|$84,617|

| PROPEL INSURANCE|Other Service Provider|$38,763|—|$38,763|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$36,728|—|$36,728|

| CULLEN CAPITAL MANAGEMENT, LLC|Other Service Provider|$36,009|—|$36,009|

| TURNER, STOEVE & GAGLIARDI, P.S.|Other Service Provider|$35,816|—|$35,816|

| ANASTASI, MOORE & MARTIN, PLLC|Auditor|$15,240|—|$15,240|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $859,227

- **Estimated Expense Ratio:** 0.624% 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|$964,370|$450,705|$172,248|$15,240|—|

| 2023|$928,463|$470,650|$172,247|$15,656|—|

| 2022|$943,586|$492,849|$172,248|—|$141,369|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/laborers-agc-pension-trust-of-montana-board-of-trustees-916068929-001)

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