Plan Ledger DOL Form 5500 · updated monthly

Great West Engineering, Inc.401(k)

GREAT WEST ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST · HELENA, MT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Great West Engineering, Inc. reported $32,379 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $8,945 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 71st-largest of 229 plans among Montana employers on file, and the 5,594th of 11,654 in professional & technical services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,780,416
Participants with balances114
Active participants104
Employer contributions$930,323
Employee contributions$1,071,233
Employer contribution per active participant$8,945
Average account balance$173,512
Benefits paid to participants$183,048
Plan auditUnmodified (clean) audit opinion
AuditorJCCS, PC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,142
Investment management$4,808
Total administrative$32,379
The Great West Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$8,945
Median for plans this size$2,416

Great West Engineering, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
ACEC RETIREMENT TRUST$25,429
EMPOWER ADVISORY GROUP, LLC · Investment management$4,808

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

Administrative cost history1
2024$32,379 · 0.18%
Similar plansProfessional & Technical Services · Montana
Zoot Enterprises Inc MT$42.5M · 0.27%
Dj&A, P.C. MT$19.3M · 0.18%
Wgm Group, Inc. MT$19.1M · 0.20%
A&E Design, Inc. MT$18.9M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202501633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.