# Monument Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/monument-health-inc-201487506-002

> Monument Health, INC.'s 403(b) plan: 5,494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monument Health, INC.

- **Sponsor EIN:** 201487506

- **Sponsor Address:** 353 FAIRMONT BLVD., RAPID CITY, SD, 57701

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 5,494

- **Total Assets:** $364.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,494|$364.8M|$10.6M|$29.8M|

| 2023|5,261|$300.9M|$11.7M|$29.3M|

| 2022|5,203|$233.8M|$13.9M|$28.1M|

## 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|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$120,964|—|$120,964|

| MEKETA INVESTMENT GROUP|Other Service Provider|$81,250|—|$81,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $202,214

- **Estimated Expense Ratio:** 0.055% 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|$194,910|$167,864|$2,700|—|—|

| 2023|$310,627|$126,193|$600|—|—|

| 2022|$292,610|$106,237|—|—|—|

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