Two Bear Services Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Two Bear Services Group, LLC
  • Sponsor EIN: 474950412
  • Sponsor Address: P.O. BOX 1026, WHITEFISH, MT, 59937
  • Plan Type: 401(k)
  • Total Participants: 131
  • Total Assets: $2.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024131$2.2M$117,402$392,069
202343$1.7M$0$393,000
202238$1.1M$0$297,841

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