How big is Student Assistance Foundation of MT's plan?

Student Assistance Foundation of MT's plan reported $18.7M in assets and 33 participants for 2025.

Original filing (PDF)20260223131216NAL0001030833001

Student Assistance Foundation of MT

Name: Student Assistance Foundation of MT — Student Assist, Form 5500 (2025)
Creator: Student Assistance Foundation of MT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Student Assistance Foundation of MT 401(k) Plan

401(k) retirement plan · Student Assistance Foundation of MT's Student Assistance Foundation of MT 401(k) Plan held $18.7M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

Plan identifiers

Student Assistance Foundation of MT's EIN is 81-0527529.

EIN 81-0527529

Plan number 002

Plan year 2025

ACK ID 20260223131216NAL0001030833001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Student Assistance Foundation of MT from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Student Assistance Foundation of MT's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUDENT ASSISTANCE FOUNDATION OF MT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

STUDENT ASSISTANCE FOUNDATION OF MT

EIN

all filings

Address

PO BOX 5209 · HELENA, MT · 59604

Phone

(406) 495-7800

Industry

Finance & Insurance

Plan administrator