Plan Ledger DOL Form 5500 · updated monthly

Barrett Hospital & Healthcare403(b)

BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN · DILLON, MT · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Barrett Hospital & Healthcare reported $71,238 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,743 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.33% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 74th-largest of 229 plans among Montana employers on file, and the 3,771st of 11,911 in health care & social assistance. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,423,785
Participants with balances208
Active participants234
Employer contributions$641,820
Employee contributions$991,334
Employer contribution per active participant$2,743
Average account balance$93,384
Benefits paid to participants$3,077,779
Plan auditUnmodified (clean) audit opinion
AuditorEIDEBAILLY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 208 accts · $642K emplr
2023$18.2M · 195 accts · $632K emplr
2022$16.6M · 218 accts · $674K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,892
Investment management$46,346
Total administrative$71,238
Employer contributions to the Barrett Hospital & Healthcare plan · 2024
Employer contribution per active participant$2,743
Median for plans this size$2,416
2024$2,743 per active participant
2023$2,901 per active participant
2022$2,984 per active participant

Barrett Hospital & Healthcare's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$24,892
EDWARD JONES · Investment advisory (plan)$38,622
ENVESTNET RETIREMENT SOLUTIONS, LLC · Investment advisory (plan)$7,724

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$71,238 · 0.38%
2023$68,317 · 0.39%
2022$59,195 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Northern Montana Hospital MT$18.5M · 0.30%
Charlie Health, Inc. MT$14.6M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264230898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.