Plan Ledger DOL Form 5500 · updated monthly

Montana Childrens Home & Hospital403(b)

SHODAIR HOSPITAL EMPLOYEES TAX DEFERRED ANNUITY PLAN · HELENA, MT · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Montana Childrens Home & Hospital reported $26,469 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,810 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 0.16% to 0.17%. 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 87th-largest of 229 plans among Montana employers on file, and the 4,214th of 11,911 in health care & social assistance. In 2024, the employer put in $1.54 for every $1.00 employees contributed themselves; active participation has shrunk from 353 to 314 since 2022.

Plan summary
Net assets, end of year$16,466,619
Participants with balances393
Active participants314
Employer contributions$882,382
Employee contributions$571,551
Employer contribution per active participant$2,810
Average account balance$41,900
Benefits paid to participants$1,781,971
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 393 accts · $882K emplr
2023$14.5M · 373 accts · $883K emplr
2022$14.7M · 450 accts · $848K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,469
Total administrative$26,469
Employer contributions to the Montana Childrens Home & Hospital plan · 2024
Employer contribution per active participant$2,810
Median for plans this size$2,416
2024$2,810 per active participant
2023$2,777 per active participant
2022$2,402 per active participant

Montana Childrens Home & Hospital'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 · 20245
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$19,202
BIG SKY RETIREMENT INC. · Contract administrator$16,991
ALLIANT INSURANCE SERVICES · Investment advisory (plan)$16,257
EMPOWER ADVISORY GROUP, LLC · Investment management$5,458
RELIASTAR LIFE INSURANCE COMPANY$720

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$26,469 · 0.17%
2023$24,676 · 0.17%
2022$26,467 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Northern Montana Hospital MT$18.5M · 0.30%
Charlie Health, Inc. MT$14.6M · 0.71%
Plains Hospital, Inc. MT$13.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810231789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.