Plan Snapshot
- Plan Sponsor: Town Pump INC.
- Sponsor EIN: 810270360
- Sponsor Address: 600 SOUTH MAIN STREET, BUTTE, MT, 59701
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 994
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 994 | $8.2M | $6.1M | $2.2M |
| 2023 | 950 | $5.1M | $5.6M | $1.8M |
| 2022 | 901 | $2.5M | $5.3M | $1.9M |
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 |
|---|---|---|---|---|
| 6 DEGREES HEALTH DX LLC | Recordkeeper | $277,950 | — | $277,950 |
| C.A.S. | Recordkeeper | $243,531 | — | $243,531 |
| MARSH & MCLENNAN | Investment Advisor | $159,827 | — | $159,827 |
| PRISM HEALTH STRATEGISTS LLC | Other Service Provider | $16,677 | — | $16,677 |
| BENEFITFOCUS.COM INC. | Recordkeeper | $9,055 | — | $9,055 |
| INNOVATIVE CARE MAN. | Other Service Provider | $6,671 | — | $6,671 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $713,711
- Estimated Expense Ratio: 8.672% 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 | $713,562 | — | $713,562 | — | — |
| 2023 | $663,208 | — | $663,208 | — | — |
| 2022 | $862,338 | $1,894 | $860,444 | — | — |