Plan Ledger DOL Form 5500 · updated monthly

Bridger Orthopedics and Sports Medicine, P.C.401(k)

BRIDGER ORTHOPEDICS & SPORTS MEDICINE, P.C. PROFIT SHARING PLAN · BOZEMAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Bridger Orthopedics and Sports Medicine, P.C. reported $79,532 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $10,475 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 0.22% to 0.29%. 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 46th-largest of 229 plans among Montana employers on file, and the 2,711th of 11,911 in health care & social assistance. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves; active participation has grown from 102 to 113 since 2022.

Plan summary
Net assets, end of year$30,852,766
Participants with balances180
Active participants113
Employer contributions$1,183,702
Employee contributions$778,599
Employer contribution per active participant$10,475
Average account balance$171,404
Benefits paid to participants$252,791
Plan auditUnmodified (clean) audit opinion
AuditorAMATICS CPA GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$30.9M · 180 accts · $1.2M emplr
2023$24.5M · 160 accts · $1.1M emplr
2022$30.5M · 146 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$37,144
Trustee / custodial$42,388
Total administrative$79,532
The Bridger Orthopedics and Sports Medicine, P.C. 401(k) match · 2024
Employer contribution per active participant$10,475
Median for plans this size$2,416
2024$10,475 per active participant
2023$11,048 per active participant
2022$11,064 per active participant

Bridger Orthopedics and Sports Medicine, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$40,913
RANDALL & HURLEY, INC. · Contract administrator$1,350
CAPITAL GROUP RETIREMENT PLAN SERVI$375

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

Administrative cost history3
2024$79,532 · 0.29%
2023$66,627 · 0.24%
2022$69,248 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Livingston Healthcare MT$32.5M · 0.35%
Sidney Health Center MT$32.1M · 0.35%
Missoula Bone & Joint, LLC MT$31.9M · 0.22%
Glendive Medical Center MT$30.4M · 0.50%
Ortho Montana, PSC MT$30.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810512911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.