How big is ZERO to Five Montana's plan?

ZERO to Five Montana's plan reported $190K in assets and 9 participants for 2024.

Original filing (PDF)20250707084308NAL0008584546001

ZERO to Five Montana

Name: ZERO to Five Montana — Montana Retirement Choices, Form 5500 (2024)
Creator: ZERO to Five Montana
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montana Retirement Choices Multiple Employer Plan Adopted by ZERO to Five Montana

401(k) retirement plan · ZERO to Five Montana's Montana Retirement Choices Multiple Employer Plan Adopted by ZERO to Five Montana held $190K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Tammy Julian signed ZERO to Five Montana's 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ZERO to Five Montana's EIN is 93-3037949.

EIN 93-3037949

Plan number 001

Plan year 2024

ACK ID 20250707084308NAL0008584546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZERO to Five Montana from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZERO to Five Montana's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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