Bozeman Deaconess Health Services DBA Bozeman Health 403(b) match, vesting and fees
What Bozeman Deaconess Health Services DBA Bozeman Health's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Research & Management Co. | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Bozeman Deaconess Health Services DBA Bozeman Health: employer contribution per participant | — | |
| Peer median | $1,358 |
| Bozeman Deaconess Health Services DBA Bozeman Health: average balance | $51,139 | |
| Peer median | $44,442 |
| Bozeman Deaconess Health Services DBA Bozeman Health: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $63.2M at the end of plan year 2023 to $75.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,069 | $75.8M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,973 | $63.2M | — | — | 0.04% | Not published | Form 5500 ↗ |
Other Bozeman Deaconess Health Services DBA Bozeman Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bozeman Health Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Randall & Hurley, Inc. | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Bozeman Deaconess Health Services DBA Bozeman Health match 401(k) contributions?
The match terms for the Bozeman Health 403(b) Plan have not been published from its filing yet.
When is the Bozeman Deaconess Health Services DBA Bozeman Health 401(k) match vested?
The vesting schedule for the Bozeman Health 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bozeman Deaconess Health Services DBA Bozeman Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Research & Management Co.. The plan administrator is Bozeman Deaconess Health Services DBA Bozeman Health.
I left Bozeman Deaconess Health Services DBA Bozeman Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bozeman Deaconess Health Services DBA Bozeman Health, (406) 585-5000) or the recordkeeper, Capital Research & Management Co.. The Bozeman Deaconess Health Services DBA Bozeman Health old 401(k) page lists the contacts from every plan filing. Find an old Bozeman Deaconess Health Services DBA Bozeman Health 401(k)
Data from the public Form 5500 annual reports Bozeman Deaconess Health Services DBA Bozeman Health filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bozeman Deaconess Health Services DBA Bozeman Health. Not financial advice. Report a correction · Methodology