Plan Snapshot
- Plan Sponsor: Stockman Financial Corp.
- Sponsor EIN: 810399040
- Sponsor Address: PO BOX 250, MILES CITY, MT, 593010250
- Plan Type: 401(k)
- Total Participants: 896
- Total Assets: $116.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 896 | $116.7M | $3.5M | $4.9M |
| 2023 | 819 | $104.3M | $3.1M | $4.4M |
| 2022 | 758 | $88.0M | $2.9M | $4.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $76,143 | — | — | — | — |
| 2023 | $63,398 | — | — | — | — |
| 2022 | $69,216 | — | $69,216 | — | — |