Plan Snapshot
- Plan Sponsor: Mountain View Co-Op
- Sponsor EIN: 043674023
- Sponsor Address: PO BOX 1299, BLACK EAGLE, MT, 59414
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 218
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 218 | $11.9M | $230,719 | $742,066 |
| 2023 | 192 | $10.5M | $238,318 | $666,984 |
| 2022 | 201 | $9.5M | $261,971 | $673,379 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $34,232 | — | $34,232 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,232
- Estimated Expense Ratio: 0.288% 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 | $42,961 | — | — | — | — |
| 2023 | $39,754 | — | — | — | — |
| 2022 | $39,580 | — | — | — | $35,731 |