Plan Snapshot
- Plan Sponsor: Logan Health
- Sponsor EIN: 810406485
- Sponsor Address: 310 SUNNYVIEW LANE, KALISPELL, MT, 59901
- Plan Type: 401(k)
- Total Participants: 4,345
- Total Assets: $500.4M
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 | 4,345 | $500.4M | $18.6M | $27.3M |
| 2023 | 4,288 | $436.6M | $16.9M | $25.7M |
| 2022 | 4,232 | $358.7M | $14.9M | $23.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $672,788 | — | — | — | — |
| 2023 | $613,935 | — | — | — | — |
| 2022 | $536,178 | — | — | — | — |