Billings Clinic Pension Plan
Sponsored by Billings Clinic · EIN 810231784 · Plan #002 · Billings, MT
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 5,827
- With balances
- 4,873
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buckley Maxwell Dixon Dolezal Pc | Legal | $99,840 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $30,745 |
| Forvis, Llp | Accounting | $19,410 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$85,353 |