Plan Ledger DOL Form 5500 · updated monthly

Dick Anderson Construction, Inc.401(k)

DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN · HELENA, MT · plan year 2024

Reported admin expense ratio · 2024
0.43%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Dick Anderson Construction, Inc. reported $152,440 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $3,184 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.25% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 29th-largest of 229 plans among Montana employers on file, and the 1,184th of 5,337 in construction. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 470 to 526 since 2022.

Plan summary
Net assets, end of year$42,532,459
Participants with balances564
Active participants526
Employer contributions$1,674,950
Employee contributions$2,094,299
Employer contribution per active participant$3,184
Average account balance$75,412
Benefits paid to participants$2,037,747
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.5M · 564 accts · $1.7M emplr
2023$29.0M · 475 accts · $881K emplr
2022$23.9M · 461 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,547
Investment management$17,311
Total administrative$152,440
The Dick Anderson Construction, Inc. 401(k) match · 2024
Employer contribution per active participant$3,184
Median for plans this size$2,416
2024$3,184 per active participant
2023$1,828 per active participant
2022$1,662 per active participant

Dick Anderson Construction, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
OSAIC WEALTH INC · Investment advisory (plan)$74,241
RANDALL & HURLEY, INC. · Contract administrator$18,867
EMPOWER ADVISORY GROUP, LLC · Investment management$17,311
KCOE ISOM LLP · Accounting / audit$15,225

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADMN COMMITTEE, MT CONTRACTORS ASSN
2023ADMN COMMITTEE, MT CONTRACTORS ASSN

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Administrative cost history3
2024$152,440 · 0.43%
2023$141,485 · 0.53%
2022$62,320 · 0.25%
All plans at this employer2
DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN401(k)
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUSTMoney purchase plan
Same employer
Similar plansConstruction · Montana
Sletten, Inc. MT$86.7M · 0.03%
Riverside Contracting, Inc. MT$21.5M · 1.18%
On Site Management, Inc. MT$20.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810380463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.