Plan Snapshot
- Plan Sponsor: Riverside Contracting, INC.
- Sponsor EIN: 810393633
- Sponsor Address: 5571 ALLOY SOUTH, MISSOULA, MT, 59808
- Plan Type: DC
- Total Participants: 234
- Total Assets: $21.5M
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 | 234 | $21.5M | $1.1M | $0 |
| 2023 | 270 | $19.0M | $1.2M | $0 |
| 2022 | 227 | $15.8M | $904,381 | $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 |
|---|---|---|---|---|
| ADMN COMMITTEE, MT CONTRACTORS ASSN | Recordkeeper | $81,582 | — | $81,582 |
| BUCKLEY MAXWELL DIXON DOLEZAL PC | Other Service Provider | $40,036 | — | $40,036 |
| CULLEN CAPITAL MANAGEMENT LLC | Other Service Provider | $31,805 | — | $31,805 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $28,107 | — | $28,107 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $24,439 | — | $24,439 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $15,160 | — | $15,160 |
| EIDE BAILLY LLP | Auditor | $8,261 | — | $8,261 |
| DELAWARE CHARTER GUARANTEE & TRUST | Recordkeeper | $5,847 | — | $5,847 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- DELAWARE CHARTER GUARANTEE & TRUST — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,237
- Estimated Expense Ratio: 1.094% 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 | $238,787 | $105,296 | — | $5,162 | — |
| 2023 | $239,779 | $91,313 | — | $6,678 | — |
| 2022 | $191,768 | $90,515 | — | — | $101,253 |