MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST · MISSOULA, MT · plan year 2024
Reported admin expense ratio · 2024
1.37%
Peer grade: B· admin costs + employer contributions vs same-size plans · how grading works
Jackson Contractor Group, Inc. reported $265,218 in plan administrative expenses for 2024: 1.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,787 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 fell from 1.57% to 1.37%. 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 68th-largest of 229 plans among Montana employers on file, and the 1,950th of 5,337 in construction. active participation has shrunk from 418 to 249 since 2022.
Plan summary
Net assets, end of year$21,170,268
Participants with balances502
Active participants249
Employer contributions$1,938,903
Employee contributions—
Employer contribution per active participant$7,787
Employer contributions to the Jackson Contractor Group, Inc. plan · 2024
Employer contribution per active participant$7,787
Median for plans this size$2,416
2024$7,787 per active participant
2023$7,760 per active participant
2022$3,991 per active participant
Jackson Contractor Group, 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 · 20248
ADMN COMMITTEE, MT CONTRACTORS ASSN · Plan administrator · Recordkeeping$99,104
BUCKLEY MAXWELL DIXON DOLEZAL PC · Legal$48,635
CULLEN CAPITAL MANAGEMENT LLC · Investment management$31,129
Source: U.S. Department of Labor, Form 5500 series, EIN 810535453 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.