Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Sponsored by Jackson Contractor Group, Inc. · EIN 810535453 · Plan #001 · Missoula, MT
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 249
- With balances
- 502
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 | $99,104 |
| Buckley Maxwell Dixon Dolezal Pc | Legal | $48,635 |
| Cullen Capital Management Llc | Investment management | $31,129 |
| Loomis, Sayles & Company, L.P. | Investment management | $27,509 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $23,919 |
| Segall Bryant & Hamill, Llc | Investment management | $14,838 |
| Eide Bailly Llp | Accounting | $10,036 |
| Delaware Charter Guarantee & Trust | Custodial (securities) | $5,722 |