Plan Snapshot
- Plan Sponsor: The Yellowstone Bank
- Sponsor EIN: 810211310
- Sponsor Address: 2000 OVERLAND AVENUE, BILLINGS, MT, 59102
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 113 | $22.2M | $385,170 | $653,963 |
| 2023 | 100 | $21.0M | $397,960 | $600,458 |
| 2022 | 103 | $16.6M | $383,919 | $602,661 |
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 |
|---|---|---|---|---|
| FORTNER BAYENS PC | Auditor | — | — | $0 |
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 | $70,980 | $47,471 | — | — | — |
| 2023 | $65,235 | $50,572 | — | — | — |
| 2022 | $70,977 | — | — | — | — |