# Yellowstone Forever 401(k) Plan
Source: https://planprovider.pro/companies/yellowstone-forever-plan

> Yellowstone Forever's 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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