Plan Snapshot
- Plan Sponsor: Morrison-Maierle, INC.
- Sponsor EIN: 810217149
- Sponsor Address: 1 ENGINEERING PLACE, HELENA, MT, 59602
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 299
- Total Assets: $2.4M
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 | 299 | $2.4M | $4.1M | $1.4M |
| 2023 | 283 | $2.2M | $3.5M | $1.3M |
| 2022 | 264 | $2.3M | $3.2M | $1.2M |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF MONTANA | Other Service Provider | $1,167,041 | — | $1,167,041 |
| IT STARTS WITH ME HEALTH | Other Service Provider | $34,887 | — | $34,887 |
| TURNER CONSULTING | Other Service Provider | $30,000 | — | $30,000 |
| VISION SERVICE PLAN | Other Service Provider | $29,071 | — | $29,071 |
| KCOE ISOM | Auditor | $19,000 | — | $19,000 |
| PINION LLC | Other Service Provider | $7,470 | — | $7,470 |
| OPTUM FINANCIAL INC | Other Service Provider | $6,600 | — | $6,600 |
| RANDALL & HURLEY | Other Service Provider | $5,475 | — | $5,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,299,544
- Estimated Expense Ratio: 54.443% 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 | $1,600,841 | — | $60,710 | — | — |
| 2023 | $1,421,983 | — | $49,335 | — | — |
| 2022 | $1,260,712 | — | $48,760 | — | $1,074,787 |