Plan Snapshot
- Plan Sponsor: Shelter West Construction, INC.
- Sponsor EIN: 810457292
- Sponsor Address: 2800 S RESERVE ST, MISSOULA, MT, 59801
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $12.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $12.0M | $289,655 | $524,307 |
| 2023 | 122 | $10.3M | $272,148 | $462,953 |
| 2022 | 95 | $8.2M | $323,082 | $432,416 |
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 |
|---|---|---|---|---|
| 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: $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 | $7,233 | — | $7,233 | — | — |
| 2023 | $10,465 | — | $10,465 | — | — |
| 2022 | $725 | — | $725 | — | — |