Plan Snapshot
- Plan Sponsor: Torgersons, LLC
- Sponsor EIN: 810539079
- Sponsor Address: 4701 RIVER DRIVE N, GREAT FALLS, MT, 59405
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $11.4M
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 | 323 | $11.4M | $403,206 | $956,336 |
| 2023 | 281 | $10.0M | $205,013 | $918,305 |
| 2022 | 275 | $8.0M | $148,876 | $855,895 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $45,907 | $27,806 | $18,101 | — | — |
| 2023 | $7,037 | $55 | $6,291 | $691 | — |
| 2022 | $5,740 | — | $5,740 | — | — |