Original filing (PDF)20241119140405NAL0003941040001

MONTANA STATE UNIVERSITY FOUNDATION, INC.

Name: MONTANA STATE UNIVERSITY FOUNDATION, INC. — MONTANA STATE UNIVERSITY FOUNDATION 403(B) TDA PLAN, Form 5500 (2023)
Creator: MONTANA STATE UNIVERSITY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

MONTANA STATE UNIVERSITY FOUNDATION 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MONTANA STATE UNIVERSITY FOUNDATION, INC.

DBA

MONTANA STATE UNIVERSITY ALUMNI FOUNDATION

EIN

81-6001649all filings

Address

1501 SOUTH 11TH AVENUE · BOZEMAN, MT · 59715

Phone

(406) 994-2053

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