# Montana Auto Dealers Association Health & Welfare Plan
Source: https://planprovider.pro/companies/montana-auto-dealers-association-810170300-502

> Montana Auto Dealers Association's Health & Welfare plan: 566 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Montana Auto Dealers Association

- **Sponsor EIN:** 810170300

- **Sponsor Address:** 501 N. SANDERS ST., HELENA, MT, 596014552

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 566

- **Total Assets:** $1.9M

## 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.|

| 2025|566|$1.9M|$0|$0|

| 2024|577|$1.8M|$7.0M|$0|

| 2023|801|$1.1M|$6.7M|$8,639|

| 2022|1,053|$945,874|$7.5M|$59,087|

## 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|

| JACQ CREEK CONSULTING GROUP|Other Service Provider|$85,550|—|$85,550|

| MTADA|Other Service Provider|$67,800|—|$67,800|

| KCOE ISOM, LLP|Auditor|$57,685|—|$57,685|

| IT STARTS WITH ME|Other Service Provider|$33,371|—|$33,371|

| WAGEWORKS|Other Service Provider|$5,010|—|$5,010|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,416

- **Estimated Expense Ratio:** 13.452% 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|

| 2025|$8,199,761|$67,800|$322,384|—|—|

| 2024|$610,921|$67,800|$299,290|—|—|

| 2023|$536,056|$67,800|$233,142|—|—|

| 2022|$579,443|$67,800|$253,188|—|$41,920|

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