Plan Snapshot
- Plan Sponsor: Yellowstone Forever
- Sponsor EIN: 475427975
- Sponsor Address: PO BOX 1857, BOZEMAN, MT, 597711857
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 52 | $6.0M | $204,781 | $359,438 |
| 2023 | 47 | $5.2M | $177,680 | $331,503 |
| 2022 | 42 | $4.3M | $134,768 | $269,960 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, 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 | $10,025 | — | $10,025 | — | — |
| 2023 | $7,971 | — | $7,971 | — | — |
| 2022 | $7,254 | — | $7,254 | — | — |