Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Sponsored by Riverside Contracting, Inc. · EIN 810393633 · Plan #002 · Missoula, MT
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 234
- With balances
- 415
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 |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| 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 |
|---|---|---|
| Admn Committee, Mt Contractors Assn | Plan administrator, Recordkeeping | $81,582 |
| Buckley Maxwell Dixon Dolezal Pc | Legal | $40,036 |
| Cullen Capital Management Llc | Investment management | $31,805 |
| Loomis, Sayles & Company, L.P. | Investment management | $28,107 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $24,439 |
| Segall Bryant & Hamill, Llc | Investment management | $15,160 |
| Eide Bailly Llp | Accounting | $8,261 |
| Delaware Charter Guarantee & Trust | Custodial (securities) | $5,847 |