Plan Snapshot
- Plan Sponsor: Town Pump, Et Al
- Sponsor EIN: 810270360
- Sponsor Address: 600 SOUTH MAIN STREET, BUTTE, MT, 59701
- Plan Type: 401(k)
- Total Participants: 4,246
- Total Assets: $90.4M
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 | 4,246 | $90.4M | $4.4M | $3.5M |
| 2023 | 4,132 | $81.2M | $4.0M | $3.2M |
| 2022 | 3,725 | $70.0M | $4.1M | $2.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $197,232 | — | $197,232 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,232
- Estimated Expense Ratio: 0.218% of plan assets
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 | $197,233 | — | $197,233 | — | — |
| 2023 | $186,251 | — | $186,251 | — | — |
| 2022 | $166,766 | — | $166,766 | — | — |