Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Sponsored by United Materials Of Great Falls · EIN 810406935 · Plan #002 · Great Falls, MT
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 148
- With balances
- 212
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 | $41,350 |
| Cullen Capital Management Llc | Investment management | $21,157 |
| Buckley Maxwell Dixon Dolezal Pc | Legal | $20,292 |
| Loomis, Sayles & Company, L.P. | Investment management | $18,696 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $16,257 |
| Segall Bryant & Hamill, Llc | Investment management | $10,084 |