Plan Snapshot
- Plan Sponsor: Northstar Medical Management, INC.
- Sponsor EIN: 810538539
- Sponsor Address: 700 WEST KENT, MISSOULA, MT, 598016772
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $28.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 193 | $28.1M | $1.1M | $938,508 |
| 2023 | 175 | $23.3M | $1.1M | $884,989 |
| 2022 | 136 | $22.0M | $1.0M | $753,679 |
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 | $94,913 | $87,006 | — | — | — |
| 2023 | $77,788 | $70,961 | — | — | — |
| 2022 | $75,813 | $71,959 | — | — | $3,854 |