How big is Montana Community Foundation, Inc.'s plan?

Montana Community Foundation, Inc.'s plan reported $1.9M in assets and 24 participants for 2024.

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 identifiers

Montana Community Foundation, Inc.'s EIN is 81-0450150.

EIN 81-0450150

Plan number 001

Plan year 2024

ACK ID 20250721145044NAL0000671043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montana Community Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montana Community Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 COMMUNITY FOUNDATION, INC..

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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