Plan Snapshot
- Plan Sponsor: Billings Clinic
- Sponsor EIN: 810231784
- Sponsor Address: PO BOX 37000, BILLINGS, MT, 591077000
- Plan Type: DC
- Total Participants: 5,827
- Total Assets: $262.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,827 | $262.2M | $14.9M | $0 |
| 2023 | 5,580 | $236.5M | $13.8M | $0 |
| 2022 | 3,355 | $205.3M | $12.5M | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $19,410 | — | $19,410 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,410
- Estimated Expense Ratio: 0.007% 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 | $64,442 | $30,745 | $1,200 | $19,410 | — |
| 2023 | $26,678 | $29,811 | $900 | $17,647 | — |
| 2022 | -$61,181 | $25,955 | — | — | — |