Original filing (PDF)20250721145044NAL0000671043001

Montana Community Foundation, Inc.

Name: Montana Community Foundation, Inc. — Montana Communi, Form 5500 (2024)
Creator: Montana Community Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montana Community Foundation 401(k) Plan

401(k) retirement plan · Montana Community Foundation, Inc.'s Montana Community Foundation 401(k) Plan held $1.9M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MONTANA COMMUNITY FOUNDATION, INC.

EIN

all filings

Address

P.O. BOX 1145 · HELENA, MT · 596241145

Phone

(406) 443-8313

Industry

Other Services (ex. Public Admin)

Plan administrator