Bozeman Health 403(b) Plan
Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · EIN 810232121 · Plan #001
- Total assets
- $75.8M
- Net assets
- $75.8M
- Active participants
- 2,746
- With balances
- 1,482
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $99,176 |
| Capital Research & Management Co. | Recordkeeping fees | $29,235 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $75.8M | 2,746 | ack 20251014080737NAL0002380497001 |
| 01/01/2021 | $58.2M | 2,620 | ack 20250522162100NAL0002369875005 |
| 01/01/2020 | $49.2M | 2,373 | ack 20250522162100NAL0002369875004 |
| 01/01/2019 | $40.8M | 2,220 | ack 20250522162100NAL0002369875002 |
| 01/01/2018 | $31.5M | 2,130 | ack 20250522162100NAL0002369875003 |
| 01/01/2017 | $35.1M | 2,081 | ack 20250522162100NAL0002369875001 |