Billings Clinic 403 B Plan
Sponsored by Billings Clinic · EIN 810231784 · Plan #004 · Billings, MT
- Total assets
- $595M
- Net assets
- $595M
- Active participants
- 4,247
- With balances
- 4,284
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $104,417 |
| Buckley Maxwell Dixon Dolezal Pc | Legal | $99,840 |
| Forvis, Llp | Accounting | $22,865 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$250,637 |