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Original filing (PDF)20251013133835NAL0002071824001
PLANNED & ENGINEERED CONSTRUCTION
Form 5500-SF
FILING_RECEIVED
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
Defined-contribution retirement plan
Active participants
26
Accounts w/ balance
56
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED & ENGINEERED CONSTRUCTION.
Plan sponsor
Name
PLANNED & ENGINEERED CONSTRUCTION
EIN
81-0481268
Address
3400 CENTENNIAL DRIVE · HELENA, MT · 59601
Phone
(406) 447-5030
Industry
Constructionsee all
Plan administrator
Name
ADMIN COMMITTEE, MONTANA CONTRACTORS ASSOC
EIN
81-0448832
City
BILLINGS, MT
Phone
(406) 256-9910
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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