# Board Of Trustees Of Montana Employee Vacation Savings Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-montana-employee-vacation-savings-plan-911041556-501

> Board Of Trustees Of Montana Employee Vacation Savings Plan's Health & Welfare plan: 1,732 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Montana Employee Vacation Savings Plan

- **Sponsor EIN:** 911041556

- **Sponsor Address:** PO BOX 5433, SPOKANE, WA, 99205

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,732

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,732|$1.6M|$1.1M|$0|

| 2023|1,661|$1.5M|$964,484|$0|

| 2022|1,889|$1.8M|$1.4M|$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|

| ZENITH AMERICAN SOLUTIONS, INC.|Recordkeeper|$39,214|—|$39,214|

| ANASTASI, MOORE & MARTIN, PLLC|Auditor|$14,000|—|$14,000|

| FIRST INTERSTATE WEALTH MANAGEMENT|Custodian / Trustee|$11,306|—|$11,306|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,520

- **Estimated Expense Ratio:** 3.933% 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|$82,277|$11,306|$32,942|$14,000|—|

| 2023|$71,693|$7,169|$33,420|$6,350|—|

| 2022|$77,330|$6,595|$33,420|—|$18,047|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-montana-employee-vacation-savings-plan-911041556-501)

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