Original filing (PDF)20230328123117NAL0035965889001

MONTANA SYSTEMS, INC.

Name: MONTANA SYSTEMS, INC. — MONTANA SYSTEMS 401(K) PLAN, Form 5500 (2022)
Creator: MONTANA SYSTEMS, INC.

Form 5500-SF

FILING_RECEIVED

MONTANA SYSTEMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTANA SYSTEMS, INC..

Plan sponsor

Name

MONTANA SYSTEMS, INC.

EIN

27-4409460

Address

2908 PIONEER WAY · ROUND ROCK, TX · 786652512

Phone

(512) 422-4030

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-21

Filed

2023-03-28

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 5 participants