Plan Snapshot
- Plan Sponsor: Bozeman Deaconess Health Services Dba Bozeman Health
- Sponsor EIN: 810232121
- Sponsor Address: 915 HIGHLAND BOULEVARD, BOZEMAN, MT, 597156902
- Plan Type: 403(b)
- Total Participants: 2,746
- Total Assets: $75.8M
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 | 2,746 | $75.8M | $0 | $8.3M |
| 2023 | 2,722 | $63.2M | $0 | $7.5M |
| 2022 | 2,524 | $50.6M | $0 | $6.9M |
| 2021 | 2,620 | $58.2M | $0 | $0 |
| 2020 | 2,373 | $49.2M | $0 | $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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,235 | — | $3,125 | — | — |
| 2023 | $22,359 | — | — | — | — |
| 2022 | $11,684 | — | — | — | — |
| 2021 | $2,715 | — | — | — | — |
| 2020 | $6,491 | — | — | — | — |