Plan Snapshot
- Plan Sponsor: Montana Silversmiths, INC.
- Sponsor EIN: 752522577
- Sponsor Address: PO BOX 839, COLUMBUS, MT, 59019
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 181 | $13.2M | $156,463 | $520,801 |
| 2023 | 174 | $11.8M | $154,734 | $506,896 |
| 2022 | 173 | $10.2M | $167,974 | $466,045 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,258 | $23,105 | $5,153 | — | — |
| 2023 | $26,204 | $20,609 | $5,595 | — | — |
| 2022 | $26,377 | — | $26,377 | — | — |