Plan Snapshot
- Plan Sponsor: St. Luke Community Hospital And Nursing Home
- Sponsor EIN: 810221486
- Sponsor Address: 107 6TH AVENUE SW, RONAN, MT, 59864
- Plan Type: 403(b)
- Total Participants: 380
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 380 | $23.9M | $755,783 | $953,426 |
| 2023 | 346 | $22.3M | $753,267 | $959,716 |
| 2022 | 356 | $20.5M | $719,286 | $949,133 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $56,042 | — | $56,042 | — | — |
| 2023 | $51,124 | — | $51,124 | — | — |
| 2022 | $52,970 | — | $52,970 | — | — |