Plan Snapshot
- Plan Sponsor: Barrett Hospital & Healthcare
- Sponsor EIN: 264230898
- Sponsor Address: 600 MT HIGHWAY 91 SOUTH, DILLON, MT, 59725
- Plan Type: 403(b)
- Total Participants: 234
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 234 | $19.4M | $641,820 | $991,334 |
| 2023 | 218 | $18.2M | $632,436 | $955,682 |
| 2022 | 226 | $16.6M | $674,301 | $937,983 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EDWARD JONES | Other Service Provider | $38,622 | — | $38,622 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | Recordkeeper | $24,892 | — | $24,892 |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | Other Service Provider | $7,724 | — | $7,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,238
- Estimated Expense Ratio: 0.367% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $71,238 | $46,346 | $4,755 | — | — |
| 2023 | $68,317 | $42,339 | $3,400 | — | — |
| 2022 | $59,195 | $39,301 | $19,894 | — | — |