Plan Ledger DOL Form 5500 · updated monthly

Livingston Healthcare401(k)

LIVINGSTON HEALTHCARE 401(K) PLAN · LIVINGSTON, MT · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Livingston Healthcare reported $101,805 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,171 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 0.31% to 0.35%. 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 41st-largest of 229 plans among Montana employers on file, and the 2,600th of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 401 to 480 since 2022.

Plan summary
Net assets, end of year$32,538,042
Participants with balances587
Active participants480
Employer contributions$1,521,900
Employee contributions$2,354,337
Employer contribution per active participant$3,171
Average account balance$55,431
Benefits paid to participants$1,633,401
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 587 accts · $1.5M emplr
2023$26.4M · 536 accts · $1.3M emplr
2022$21.5M · 473 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,358
Investment management$53,447
Total administrative$101,805
The Livingston Healthcare 401(k) match · 2024
Employer contribution per active participant$3,171
Median for plans this size$2,416
2024$3,171 per active participant
2023$2,813 per active participant
2022$5,488 per active participant

Livingston 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$43,586
EMPOWER ADVISORY GROUP, LLC · Investment management$9,861

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$101,805 · 0.35%
2023$72,559 · 0.30%
2022$68,582 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Great Falls Clinic MT$40.9M · 0.30%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810378200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.