Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust
Sponsored by Jackson Contractor Group, Inc. · EIN 810535453 · Plan #002 · Missoula, MT
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 249
- With balances
- 309
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cullen Capital Management Llc | Investment management | $9,969 |
| Loomis, Sayles & Company, L.P. | Investment management | $8,810 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $7,660 |
| Admn Committee, Mt Contractors Assn | Plan administrator, Recordkeeping | $6,677 |