AUMdb

Montana Health Network 401(k) Plan

Sponsored by Montana Health Network · EIN 810440728 · Plan #002

Total assets
$53.2M
Net assets
$53.1M
Active participants
1,143
With balances
1,181

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $168,709
First Interstate Bank Of Commerce T Investment advisory (plan) $90,469
Pinnacle Financial Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $20,834
Transamerica Trust Company Trustee (institutional) $208