Plan Ledger DOL Form 5500 · updated monthly

Yellowstone Boys and Girls Ranch401(k)

YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN · BILLINGS, MT · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Yellowstone Boys and Girls Ranch reported $19,560 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $767 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 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (141st of 229), and 6,346th of 11,911 in health care & social assistance. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 179 to 355 since 2022.

Plan summary
Net assets, end of year$8,246,463
Participants with balances418
Active participants355
Employer contributions$272,352
Employee contributions$538,703
Employer contribution per active participant$767
Average account balance$19,728
Benefits paid to participants$585,754
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 418 accts · $272K emplr
2023$5.9M · 251 accts · $120K emplr
2022$5.2M · 209 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,581
Investment management$2,979
Total administrative$19,560
The Yellowstone Boys and Girls Ranch 401(k) match · 2024
Employer contribution per active participant$767
Median for plans this size$1,313
2024$767 per active participant
2023$594 per active participant
2022$671 per active participant

Yellowstone Boys and Girls Ranch's 2024 employer contribution ran below the $1,313 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 · 20241
BIG SKY RETIREMENT INC · Contract administrator$9,714

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$19,560 · 0.28%
2023$13,346 · 0.24%
2022$8,167 · 0.16%
Similar plansHealth Care & Social Assistance · Montana
A.W.A.R.E. Inc. MT$8.6M · 0.83%
Beartooth Billings Clinic MT$7.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810262019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.