Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust
Sponsored by Riverside Contracting, Inc. · EIN 810393633 · Plan #003 · Missoula, MT
- Total assets
- $8.2M
- Net assets
- $8.1M
- Active participants
- 234
- With balances
- 221
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cullen Capital Management, Llc CRD 113128 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cullen Capital Management Llc | Investment management | $11,794 |
| Loomis, Sayles & Company, L.P. | Investment management | $10,423 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $9,063 |
| Segall Bryant & Hamill, Llc | Investment management | $5,622 |