Plan Snapshot
- Plan Sponsor: Bighorn Valley Health Center, INC.
- Sponsor EIN: 273113428
- Sponsor Address: 207 W. MAIN ST. SUITE 5, LEWISTOWN, MT, 59457
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 456 | $9.7M | $479,708 | $1.3M |
| 2023 | 296 | $5.1M | $381,101 | $898,976 |
| 2022 | 261 | $3.0M | $257,102 | $684,978 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | RECORDKEEPER | $22,800 | — | $22,800 |
| HTLF RETIREMENT PLAN SERVICES | INVESTMENT ADVISOR | $16,766 | — | $16,766 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES LLC — RECORDKEEPER
- DZA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,566
- Estimated Expense Ratio: 0.406% 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 | $55,371 | $16,766 | $7,449 | — | — |
| 2023 | $33,525 | — | $33,525 | — | — |
| 2022 | $12,967 | $12,967 | — | — | — |