How big is Montana School Services Foundation, Inc.'s plan?

Montana School Services Foundation, Inc.'s plan reported $2.2M in assets and 8 participants for 2024.

Original filing (PDF)20250917150442NAL0000670579001

Montana School Services Foundation, Inc.

Name: Montana School Services Foundation, Inc. — Form 5500 Plan 003 (2024)
Creator: Montana School Services Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montana School Services Foundation Retirement Plan & Trust

401(k) retirement plan · Montana School Services Foundation, Inc.'s Montana School Services Foundation Retirement Plan & Trust held $2.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Montana School Services Foundation, Inc.'s EIN is 36-3377762.

EIN 36-3377762

Plan number 003

Plan year 2024

ACK ID 20250917150442NAL0000670579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montana School Services Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montana School Services Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTANA SCHOOL SERVICES FOUNDATION, INC..

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

MONTANA SCHOOL SERVICES FOUNDATION, INC.

EIN

all filings

Address

725 N MONTANA AVE · PO BOX 4579 · HELENA, MT · 596044579

Phone

(406) 457-4400

Industry

Educational Services

Plan administrator