Plan Ledger DOL Form 5500 · updated monthly

Town and Country Foods, Inc. ESOPESOP

TOWN AND COUNTRY FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · BOZEMAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Town and Country Foods, Inc. ESOP reported $19,563 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,026 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 0.02% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 45th-largest of 229 plans among Montana employers on file, and the 981st of 5,215 in retail trade. active participation has grown from 339 to 398 since 2022.

Plan summary
Net assets, end of year$31,866,429
Participants with balances518
Active participants398
Employer contributions$2,000,408
Employee contributions—
Employer contribution per active participant$5,026
Average account balance$61,518
Benefits paid to participants$2,411,683
Plan auditUnmodified (clean) audit opinion
AuditorOLSEN THIELEN & CO. LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 518 accts · $2.0M emplr
2023$31.3M · 472 accts · $2.5M emplr
2022$30.3M · 449 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Investment management$19,563
Total administrative$19,563
Employer contributions to the Town and Country Foods, Inc. ESOP plan · 2024
Employer contribution per active participant$5,026
Median for plans this size$2,416
2024$5,026 per active participant
2023$6,964 per active participant
2022$8,874 per active participant

Town and Country Foods, Inc. ESOP'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 · 20241
EDWARD JONES · Investment management$19,562

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

Administrative cost history3
2024$19,563 · 0.06%
2023$9,694 · 0.03%
2022$6,158 · 0.02%
Same employer
Similar plansRetail Trade · Montana
Town Pump, Et Al MT$90.4M · 0.23%
Ranch and Home Supply, LLC MT$40.9M · 0.76%
Menholt Automotive Group MT$26.2M · 0.31%
Ressler Motor Company MT$16.3M · 0.66%
Pierce's Flooring, Inc. MT$15.0M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810440194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.