Original filing (PDF)20250707220215NAL0002259331001

MONTANA LEGAL SERVICES ASSOCIATION

Name: MONTANA LEGAL SERVICES ASSOCIATION — 403(B) THRIFT PLAN FOR EMPLOYEES OF MONTANA LEGAL SERVICES ASSOCIATION, Form 5500 (2024)
Creator: MONTANA LEGAL SERVICES ASSOCIATION

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF MONTANA LEGAL SERVICES ASSOCIATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 MONTANA LEGAL SERVICES ASSOCIATION.

Plan sponsor

Name

MONTANA LEGAL SERVICES ASSOCIATION

EIN

81-0298262

Address

616 HELENA AVE STE 100 · HELENA, MT · 59601

Phone

(406) 442-9830

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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