Plan Snapshot
- Plan Sponsor: Ortho Montana, Psc
- Sponsor EIN: 810303109
- Sponsor Address: 2900 12TH AVENUE NORTH, SUITE 140W, BILLINGS, MT, 591017507
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 97 | $30.1M | $857,020 | $744,504 |
| 2023 | 94 | $28.7M | $1.1M | $712,355 |
| 2022 | 86 | $27.8M | $1.1M | $720,951 |
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 |
|---|---|---|---|---|
| AMATICS CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMATICS CPA GROUP — 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 | $177,583 | $114,492 | $40,440 | — | — |
| 2023 | $136,021 | $112,543 | $5,650 | — | — |
| 2022 | $162,704 | $159,279 | — | — | $3,425 |