Plan Snapshot
- Plan Sponsor: Morrison-Maierle, INC.
- Sponsor EIN: 810217149
- Sponsor Address: 1 ENGINEERING PLACE, HELENA, MT, 59602
- Plan Type: DC
- Total Participants: 311
- Total Assets: $77.1M
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 | 311 | $77.1M | $4.7M | $0 |
| 2023 | 288 | $73.2M | $4.5M | $0 |
| 2022 | 272 | $65.2M | $4.5M | $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 |
|---|---|---|---|---|
| GREATBANC TRUST COMPANY | SERVICE PROVIDER | $31,500 | — | $31,500 |
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,500
- Estimated Expense Ratio: 0.041% 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 | $34,395 | — | $2,895 | — | — |
| 2023 | $32,635 | — | $2,635 | — | — |
| 2022 | $32,625 | — | $2,625 | — | $30,000 |