Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Sponsored by Century Companies, Inc. · EIN 810359330 · Plan #001 · Lewistown, MT
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 183
- With balances
- 311
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Admn Committee, Mt Contractors Assn | Plan administrator, Recordkeeping | $60,246 |
| Buckley Maxwell Dixon Dolezal Pc | Legal | $29,566 |
| Cullen Capital Management Llc | Investment management | $27,861 |
| Loomis, Sayles & Company, L.P. | Investment management | $24,621 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $21,408 |
| Segall Bryant & Hamill, Llc | Investment management | $13,280 |
| Eide Bailly Llp | Accounting | $6,101 |
| Delaware Charter Guarantee & Trust | Custodial (securities) | $5,122 |