Plan Snapshot
- Plan Sponsor: Central Montana Medical Center
- Sponsor EIN: 237169043
- Sponsor Address: 408 WENDELL AVENUE, LEWISTOWN, MT, 59457
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 331 | $23.2M | $564,199 | $1.4M |
| 2023 | 248 | $19.9M | $508,581 | $1.2M |
| 2022 | 251 | $18.4M | $470,541 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,942 | — | $25,942 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,628 | — | $8,628 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,570
- Estimated Expense Ratio: 0.149% 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 | $37,963 | $12,021 | — | — | — |
| 2023 | $40,866 | $8,580 | — | — | — |
| 2022 | $48,208 | $7,380 | — | — | — |