Plan Ledger DOL Form 5500 · updated monthly

Mtb Management, Inc.401(k)

MTB MANAGEMENT, INC. 401(K) PLAN · MISSOULA, MT · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Mtb Management, Inc. reported $2,655 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $282 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Montana (217th of 229), and 1,632nd of 2,240 in accommodation & food services. In 2022, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,261,505
Participants with balances81
Active participants215
Employer contributions$60,633
Employee contributions$89,443
Employer contribution per active participant$282
Average account balance$15,574
Benefits paid to participants$157,732
Plan auditUnmodified (clean) audit opinion
AuditorBOYLE, DEVENY & MEYER, P.C.
Administrative expenses, itemized · 2022
Investment management$2,655
Total administrative$2,655
The Mtb Management, Inc. 401(k) match · 2022
Employer contribution per active participant$282
Median for plans this size$1,114

Mtb Management, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,655 · 0.19%
Similar plansAccommodation & Food Services · Montana
Clc Restaurants, Inc. MT$3.9M · 0.63%
S & K Gaming, LLC MT$3.0M · 0.25%
Montana Coffee Traders MT$1.0M · 0.09%
LEVEL5 Hospitality MT$495K · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810480620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.