# Ortho Montana, Psc 401(k) Plan
Source: https://planprovider.pro/companies/ortho-montana-psc-401k-plan

> Ortho Montana, Psc's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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