# Western Montana Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/western-montana-clinic-p-c-401k-plan

> Western Montana Clinic, P.C.'s 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Montana Clinic, P.C.

- **Sponsor EIN:** 810226415

- **Sponsor Address:** PO BOX 7609, MISSOULA, MT, 598077609

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $46.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|200|$46.8M|$669,770|$1.4M|

| 2023|212|$43.0M|$1.4M|$1.4M|

| 2022|206|$37.4M|$1.2M|$1.2M|

## 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](https://planprovider.pro/provider/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|$95,528|$7,031|—|—|—|

| 2023|$92,869|—|—|—|—|

| 2022|$95,741|—|—|—|—|

## Similar Plans

- [Northstar Medical Management, INC.](https://planprovider.pro/companies/northstar-medical-management-inc-plan-002) — 193 participants

- [Missoula Bone & Joint, LLC](https://planprovider.pro/companies/missoula-bone-joint-llc-401k-plan) — 209 participants

- [Bridger Orthopedics And Sports Medicine, P.C.](https://planprovider.pro/companies/bridger-orthopedics-and-sports-medicine-p-c-401k-plan) — 113 participants

- [Pureview Health Center](https://planprovider.pro/companies/pureview-health-center-401k-plan) — 104 participants

- [Ortho Montana, Psc](https://planprovider.pro/companies/ortho-montana-psc-401k-plan) — 97 participants

- [Dermatology Associates, Pllp](https://planprovider.pro/companies/dermatology-associates-pllp-plan) — 39 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-montana-clinic-p-c-401k-plan)

© 2026 PlanProvider.Pro