Bozeman Health Retirement Plan
Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · EIN 810232121 · Plan #002
- Total assets
- $99.1M
- Net assets
- $99.1M
- Active participants
- 1,792
- With balances
- 2,335
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D A Davidson & Co Inc | Investment advisory (plan), Direct payment from the plan, Sales loads | $129,037 |
| Randall & Hurley, Inc. | Recordkeeping, Participant communication, Direct payment from the plan | $65,748 |
| Eide Bailly Llp | Accounting | $14,000 |