How big is Montana State University Billings Foundation's plan?

Montana State University Billings Foundation's plan reported $501K in assets and 9 participants for 2024.

Original filing (PDF)20260107092014NAL0014457650001

Montana State University Billings Foundation

Name: Montana State University Billings Foundation — Form 5500 Plan 001 (2024)
Creator: Montana State University Billings Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montana State University - Billings Foundation 403(b) Plan

403(b) retirement plan · Montana State University Billings Foundation's Montana State University - Billings Foundation 403(b) Plan held $501K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$501K

Net assets (EOY)

$501K

People on this filing

JEFF Clarke signed Montana State University Billings Foundation's 2024 Form 5500 as plan administrator.

JEFF Clarke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montana State University Billings Foundation's EIN is 81-0301477.

EIN 81-0301477

Plan number 001

Plan year 2024

ACK ID 20260107092014NAL0014457650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montana State University Billings Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montana State University Billings Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, 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 STATE UNIVERSITY BILLINGS FOUNDATION.

Finding similar companies…

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