Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

18 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: MT City: VICTOR Clear all

Companies

companyFarmers State Bank
5loaded plans
EIN: 81-0133810Location: MTPlans: 5Participants: 654Latest: 2023
View company financial profile →
companyDcmt - Base, Inc.
$818.5Kreported plan assets
EIN: 27-2634172Location: MTPlans: 1Participants: 2Latest: 2023
View company financial profile →
companyFarmers State Financial Corporation
$12.4Mreported plan assets
EIN: 81-0488654Location: MTPlans: 1Participants: 196Latest: 2023
View company financial profile →

Plans

planFarmers State Financial Corporation Cash Or Deferred Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$12.4Mreported assets (EOY)
Sponsor: Farmers State Financial CorporationEIN: 81-0488654Plan: 001Participants: 196Assets: $12,375,457Net assets: $12.4MAssets / participant: $63.1KLocation: Victor, MTLatest: 2023
View financial statement →
planDcmt - Base, Inc. Profit Sharing PlanFinancial statement2023 filing
$818.5Kreported assets (EOY)
Sponsor: Dcmt - Base, Inc.EIN: 27-2634172Plan: 001Participants: 2Assets: $818,526Net assets: $818.5KAssets / participant: $409.3KLocation: Victor, MTLatest: 2023
View financial statement →
planFarmers State Bank Dental Plan2023 filing
Sponsor: Farmers State BankEIN: 81-0133810Plan: 502Participants: 133Assets: not reported in the loaded datasetLocation: Victor, MTLatest: 2023
View plan profile →
planFarmers State Bank Long Term Disability Plan2023 filing
Sponsor: Farmers State BankEIN: 81-0133810Plan: 505Participants: 127Assets: not reported in the loaded datasetLocation: Victor, MTLatest: 2023
View plan profile →
planFarmers State Bank Employee Assistance Plan2023 filing
Sponsor: Farmers State BankEIN: 81-0133810Plan: 506Participants: 135Assets: not reported in the loaded datasetLocation: Victor, MTLatest: 2023
View plan profile →
planFarmers State Bank Vision, Life, And Ad&D Plan2023 filing
Sponsor: Farmers State BankEIN: 81-0133810Plan: 504Participants: 132Assets: not reported in the loaded datasetLocation: Victor, MTLatest: 2023
View plan profile →
planFarmers State Bank Medical Plan2023 filing
Sponsor: Farmers State BankEIN: 81-0133810Plan: 501Participants: 127Assets: not reported in the loaded datasetLocation: Victor, MTLatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →