MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU

Plan Contact

  • Address: 3404 COONEY DRIVE,HELENA,MT
  • Contact person: GABRIELLE DELANEY-ALLEY
  • Phone: (406) 443-4020

Plan General Information

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is $7,341,547.00.This plan was established in 1994.

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is 130

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Average Participant Retirement Account Value

In 2010, the average participant retirement account value for MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is $56,473.00

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is $5,114.00.

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is approximately $3,350.00
Investing in this additonal $3,350.00 for 20 years would give you extra $214,460.00, assuming a 10% annual return.

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Total Employer Contribution and Match Rate

In 2010, MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU allocates $435,622.00 to match its employees' contributions, providing an employer match rate of 131.05% of their contributions

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is 15.68%.

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is 10.10%. This measures the effectiveness of the plan participants' investments in the year.

MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU Expense Ratio

In 2010, the investment and administrative expense ratio of MOUNTAIN-PACIFIC QUALITY HEALTH 401(K) PROFIT SHARING PLAN & TRU is 0.01%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …