Original filing (PDF)20240306154325NAL0030381264001

IT&M DIVISION, INC.

Name: IT&M DIVISION, INC. — IT&M DIVISION, INC. 401(K) PLAN, Form 5500 (2023)
Creator: IT&M DIVISION, INC.

Form 5500-SF

FILING_RECEIVED

IT&M DIVISION, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IT&M DIVISION, INC..

Plan sponsor

Name

IT&M DIVISION, INC.

EIN

57-1166996

Address

PO BOX 5868 · 1101 CHESTNUT ST · HELENA, MT · 59604

Phone

(406) 443-3531

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-05-31

Filed

2024-03-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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