# Central Montana Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/central-montana-medical-center-401k-plan

> Central Montana Medical Center's 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/central-montana-medical-center-401k-plan)

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