Shodair Hospital Employees Tax Deferred Annuity Plan
Sponsored by Montana Childrens Home & Hospital · EIN 810231789 · Plan #001 · Helena, MT
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 314
- With balances
- 393
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 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 | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $720 |