Back to filter
Original filing (PDF)20240919233355NAL0013983234001
ERH SHARED SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
ERH SHARED SERVICES 401(K)
401(k) retirement plan
Active participants
0
Accounts w/ balance
24
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERH SHARED SERVICES, LLC.
Plan sponsor
Name
ERH SHARED SERVICES, LLC
EIN
61-1738291
Address
1165 N 14TH ST · SUITE 4, OFFICE A · BOZEMAN, MT · 59715
Phone
(406) 587-5977
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
FAYETTEVILLE ANIMAL CLINIC PC
FAYETTEVILLE ANIMAL CLINIC PC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 23 participants
GC BIOPHARMA USA, INC.
GC BIOPHARMA USA, INC. 401(K) P/S PLAN
$1.3M · 24 participants
EAST ALABAMA DENTAL GROUP, LLC
EAST ALABAMA DENTAL GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 13 participants
AVAVA, INC.
AVAVA, INC. 401(K) PLAN
$1.3M · 18 participants
SOUTH BIG HORN COUNTY HOSPITAL DISTRICT
SOUTH BIG HORN COUNTY HOSPITAL DISTRICT 401(K) PLAN
$1.3M · 70 participants
GIBSON AREA HOSPITAL & HEALTH SERVICES
GIBSON ARE HOSPITAL & HEALTH SERVICES EMPLOYEES' TAX DEFERRED ANNUITY PLAN
$1.3M · 27 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants