Western Montana Mental Health Center 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Western Montana Mental Health Center
  • Sponsor EIN: 810307814
  • Sponsor Address: 1321 WYOMING STREET, MISSOULA, MT, 59801
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 251
  • Total Assets: $7.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023251$7.1M$167,018$321,836
2022294$6.8M$209,397$425,622

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