Original filing (PDF)20250307080839NAL0019378848001

MILODRAGOVICH, DALE & STEINBRENNER P.C.

Name: MILODRAGOVICH, DALE & STEINBRENNER P.C. — MILODRAGOVICH, DALE & STEINBRENNER, P.C. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MILODRAGOVICH, DALE & STEINBRENNER P.C.

Form 5500-SF

FILING_RECEIVED

MILODRAGOVICH, DALE & STEINBRENNER, P.C. EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 MILODRAGOVICH, DALE & STEINBRENNER P.C..

Plan sponsor

Name

MILODRAGOVICH, DALE & STEINBRENNER P.C.

EIN

81-0368535

Address

620 HIGH PARK WAY · PO BOX 4947 · MISSOULA, MT · 598064947

Phone

(406) 728-1455

Industry

Law Offices· Professional & Technical Servicessee 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

2025-03-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KRASS, SNOW, & SCHMUTTER, P.C.

THE KSS 401K PLAN

$5.7M · 11 participants

LAW FIRM OF ALEX DELL, PLLC

LAW FIRM OF ALEX DELL PROFIT SHARING/401(K) PLAN

$5.7M · 41 participants

CORNEILLE LAW GROUP, LLC

$5.7M · 15 participants

HARRIS, KARSTAEDT, JAMISON & POWERS, P.C.

HARRIS, KARSTAEDT, JAMISON & POWERS, P.C. PROFIT SHARING PLAN

$5.7M · 17 participants

AINSWORTH, THELIN, ETAL

$5.7M · 22 participants