Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Goodwill Northern Rocky Mountain, Inc.401(k)

ESGW 401(K) RETIREMENT PLAN · GREAT FALLS, MT · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Easter Seals Goodwill Northern Rocky Mountain, Inc. reported $69,082 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $478 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 fell from 0.73% to 0.58%. 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 110th-largest of 229 plans among Montana employers on file, and the 5,002nd of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,592,071
Participants with balances287
Active participants949
Employer contributions$453,589
Employee contributions$776,369
Employer contribution per active participant$478
Average account balance$43,875
Benefits paid to participants$1,172,552
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 287 accts · $454K emplr
2023$11.1M · 270 accts · $383K emplr
2022$9.2M · 264 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,082
Total administrative$69,082
The Easter Seals Goodwill Northern Rocky Mountain, Inc. 401(k) match · 2024
Employer contribution per active participant$478
Median for plans this size$2,416
2024$478 per active participant
2023$435 per active participant
2022$374 per active participant

Easter Seals Goodwill Northern Rocky Mountain, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIRST INTERSTATE WEALTH MANAGEMENT$34,632
EMPOWER ADVISORY GROUP, LLC · Investment management$1,760

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$69,082 · 0.58%
2023$64,983 · 0.64%
2022$72,342 · 0.73%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Charlie Health, Inc. MT$14.6M · 0.71%
Plains Hospital, Inc. MT$13.9M · 0.03%
Partners in Home Care, Inc. MT$11.8M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810232125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.