Plan Snapshot
- Plan Sponsor: Livingston Healthcare
- Sponsor EIN: 810378200
- Sponsor Address: 320 ALPENGLOW LANE, LIVINGSTON, MT, 59047
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 480 | $32.5M | $1.5M | $2.4M |
| 2023 | 467 | $26.4M | $1.3M | $2.1M |
| 2022 | 401 | $21.5M | $2.2M | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $48,358 | — | $48,358 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $43,586 | — | $43,586 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,861 | — | $9,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,805
- Estimated Expense Ratio: 0.313% 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 | $101,805 | $53,447 | — | — | — |
| 2023 | $72,559 | $41,028 | — | — | — |
| 2022 | $68,582 | $35,931 | $32,651 | — | — |