How big is Montana School Boards Association's plan?

Montana School Boards Association's plan reported $11.4M in assets and 24 participants for 2024.

Original filing (PDF)20250714135949NAL0001123025001

Montana School Boards Association

Name: Montana School Boards Association — Montana School, Form 5500 (2024)
Creator: Montana School Boards Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montana School Boards Association 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Montana School Boards Association's Montana School Boards Association 401(k) Profit Sharing Plan & Trust held $11.4M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

Plan identifiers

Montana School Boards Association's EIN is 81-0247703.

EIN 81-0247703

Plan number 002

Plan year 2024

ACK ID 20250714135949NAL0001123025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montana School Boards Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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