Original filing (PDF)20250729120414NAL0004593760001

THE UNIVERSITY OF MONTANA FOUNDATION

Name: THE UNIVERSITY OF MONTANA FOUNDATION — THE UNIVERSITY OF MONTANA FOUNDATION TAX-DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: THE UNIVERSITY OF MONTANA FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE UNIVERSITY OF MONTANA FOUNDATION TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF MONTANA FOUNDATION.

Plan sponsor

Name