Plan Snapshot
- Plan Sponsor: Community Hospital Of Anaconda
- Sponsor EIN: 810303913
- Sponsor Address: 401 WEST PENNSYLVANIA AVENUE, ANACONDA, MT, 597111931
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 352 | $24.4M | $599,989 | $2.1M |
| 2023 | 402 | $21.1M | $554,808 | $2.0M |
| 2022 | 345 | $17.2M | $500,969 | $1.7M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $75,392 | — | $75,392 |
| EMPOWER ANNUITY INS. COMP OF AMER. | Recordkeeper | $53,544 | — | $53,544 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $14,235 | — | $14,235 |
| RANDALL & HURLEY, INC. | Other Service Provider | $3,853 | $10,000 | $13,853 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,024
- Estimated Expense Ratio: 0.644% 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 | $156,995 | $89,627 | $3,853 | — | — |
| 2023 | $140,825 | — | $2,500 | — | — |
| 2022 | $125,966 | $117,963 | $4,700 | — | — |