Betty Caldwell signed Montana Retirement Choices Multiple Employer Plan Board of Directors' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montana Retirement Choices Multiple Employer Plan Board of Directors' EIN is 47-1571201.
Download the official 2023 Form 5500 (PDF) for Montana Retirement Choices Multiple Employer Plan Board of Directors from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Montana Retirement Choices Multiple Employer Plan Board of Directors' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TR 2030 | Mutual Funds | — | — | $5.1M | 23.0% | |
| Vanguard TR 2025 | Mutual Funds | — | — | $3.0M | 13.8% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2065 15 Vanguard 500 Index FD Admiral | Common Collective Trusts | — | — | $2.9M | 13.1% | |
| Vanguard TR 2035 | Mutual Funds | — | — | $2.7M | 12.4% | |
| Vanguard TR 2040 | Mutual Funds | — | — | $2.0M | 9.3% | |
| Vanguard TR 2050 | Mutual Funds | — | — | $1.1M | 5.1% | |
| Vanguard TR 2060 | Mutual Funds | — | — | $682K | 3.1% | |
| Vanguard TR 2055 | Mutual Funds | — | — | $633K | 2.9% | |
| Vanguard TR 2045 | Mutual Funds | — | — | $627K | 2.9% | |
| Vanguard TR 2020 | Mutual Funds | — | — | $576K | 2.6% | |
| Vanguard Trgt Retirement Income | Mutual Funds | — | — | $491K | 2.2% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2040 | Other securities | — | — | $308K | 1.4% | |
| Reliance Trust Company Reliance TR Co Stable Value Fund | Stable Value | — | — | $261K | 1.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $261K | 1.2% | |
| Expiration Dates from 2024 to 2028 - | Other securities | — | — | $228K | 1.0% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2060 | Other securities | — | — | $224K | 1.0% | |
| Columbia Capital Columbia Capital-Alloc Agresv R5 | Other securities | — | — | $213K | 1.0% | |
| Vanguard Lifestrat Growth FD | Mutual Funds | — | — | $180K | 0.8% | |
| Vanguard TR 2065 | Mutual Funds | — | — | $164K | 0.7% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2035 | Other securities | — | — | $146K | 0.7% | |
| Columbia Capital Columbia Capital- Alloc Mod Agrsv R5 | Other securities | — | — | $96K | 0.4% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2030 | Other securities | — | — | $95K | 0.4% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2045 | Other securities | — | — | $47K | 0.2% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2025 | Other securities | — | — | $43K | 0.2% | |
| Vanguard Lifestrat Mod Growth FD | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Lifestrat Cons Growth FD | Mutual Funds | — | — | $21K | <0.1% | |
| Columbia Capital Columbia Capital-Alloc Cnsrv R5 | Other securities | — | — | $16K | <0.1% | |
| T. Rowe Price T.Rowe Price-Trgt Retirement 2050 - T. Rowe Price T.Rowe Price-Trgt Retirement 2055 | Other securities | — | — | $13K | <0.1% | |
| Vanguard TR 2070 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
