Plan Snapshot
- Plan Sponsor: Northern Montana Hospital
- Sponsor EIN: 810231787
- Sponsor Address: 30-13TH STREET, HAVRE, MT, 595015222
- Plan Type: 403(b)
- Total Participants: 555
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 555 | $18.5M | $565,620 | $1.4M |
| 2023 | 523 | $15.8M | $535,020 | $1.3M |
| 2022 | 514 | $12.9M | $510,336 | $1.1M |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, 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 | $50,601 | — | $50,601 | — | — |
| 2023 | $41,860 | — | $41,860 | — | — |
| 2022 | $39,130 | — | $39,130 | — | — |