# Bighorn Valley Health Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bighorn-valley-health-center-inc-plan

> Bighorn Valley Health Center, INC.'s 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [DZA PLLC](https://planprovider.pro/provider/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|—|—|—|

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