# Torgersons, LLC 401(k) Plan
Source: https://planprovider.pro/companies/torgersons-llc-401k-plan

> Torgersons, LLC's 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/torgersons-llc-401k-plan)

© 2026 PlanProvider.Pro