The Montana Land Reliance 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Montana Land Reliance
  • Sponsor EIN: 810369262
  • Sponsor Address: 401 N CALIFORNIA STREET, HELENA, MT, 59601
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 26
  • Total Assets: $3.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202526$3.6M$0$0
202417$2.8M$162,273$101,612
202315$2.2M$138,031$75,826
202212$1.8M$110,435$67,572

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