Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Sponsored by Dick Anderson Construction, Inc. · EIN 810380463 · Plan #003 · Helena, MT
- Total assets
- $42.3M
- Net assets
- $42.3M
- Active participants
- 566
- With balances
- 897
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 | $177,941 |
| Buckley Maxwell Dixon Dolezal Pc | Legal | $87,324 |
| Cullen Capital Management Llc | Investment management | $63,075 |
| Loomis, Sayles & Company, L.P. | Investment management | $55,739 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $48,467 |
| Segall Bryant & Hamill, Llc | Investment management | $30,065 |
| Eide Bailly Llp | Accounting | $18,019 |
| Delaware Charter Guarantee & Trust | Custodial (securities) | $11,595 |
| The Travelers Indemnity Company | Insurance services | $5,905 |