How big is Frances Mahon Deaconess Hospital's plan?

Frances Mahon Deaconess Hospital's plan reported $32.6M in assets and 280 participants for 2024.

Original filing (PDF)20251013152952NAL0000775795001

Frances Mahon Deaconess Hospital

Name: Frances Mahon Deaconess Hospital — FMDH 401(k), Form 5500 (2024)
Creator: Frances Mahon Deaconess Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

FMDH 401(k) Retirement Plan & Trust

401(k) retirement plan · Frances Mahon Deaconess Hospital's FMDH 401(k) Retirement Plan & Trust held $32.6M in plan assets for 280 participants in 2024.

Signals · 2

13% employer stockCorrective distributions issued

Active participants

280

Accounts w/ balance

309

Plan assets (EOY)

$32.6M

Net assets (EOY)

$32.6M

Plan identifiers

Frances Mahon Deaconess Hospital's EIN is 81-0231786.

EIN 81-0231786

Plan number 001

Plan year 2024

ACK ID 20251013152952NAL0000775795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frances Mahon Deaconess Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frances Mahon Deaconess Hospital's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCES MAHON DEACONESS HOSPITAL.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

FRANCES MAHON DEACONESS HOSPITAL

EIN

all filings

Address

621 3RD STREET SOUTH · GLASGOW, MT · 59230

Phone

(406) 228-4351

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
BIG SKY RETIREMENT	—	HELENA, MT	TPA	$16K	—

Investments

29 direct securities· $32.4M(100% of reported assets)

Mutual Funds

$14.4M

14 holdings

Other securities

$13.7M

13 holdings

Common Stocks

$4.3M

1 holding

Common Collective Trusts

$35K

1 holding

					% of plan
The Growth Fund of America Mutual Fund N/A	Other securities	—	—	$5.5M	17.0%
The Investment Company of America Mutual Fund N/A	Common Stocks	—	—	$4.3M	13.2%
American Funds 2045 Target Date Mutual Fund N/A	Mutual Funds	—	—	$2.1M	6.6%
American Funds 2050 Target Date Mutual Fund N/A	Mutual Funds	—	—	$2.1M	6.5%
American Funds 2035 Target Date Mutual Fund N/A	Mutual Funds	—	—	$2.1M	6.3%
American Funds 2030 Target Date Mutual Fund N/A	Mutual Funds	—	—	$2.0M	6.1%
American Funds 2055 Target Date Mutual Fund N/A	Mutual Funds	—	—	$2.0M	6.1%
The Income Fund of America Mutual Fund N/A	Other securities	—	—	$1.4M	4.4%
Fundamental Investors Mutual Fund N/A	Other securities	—	—	$1.4M	4.3%
New Perspective Fund Mutual Fund N/A	Other securities	—	—	$1.3M	3.9%
American Funds 2040 Target Date Mutual Fund N/A	Mutual Funds	—	—	$1.2M	3.5%
Capital World Growth and Income Fund Mutual Fund N/A	Other securities	—	—	$1.1M	3.3%
Capital Income Builder Fund Mutual Fund N/A	Other securities	—	—	$739K	2.3%
American Funds 2060 Target Date Mutual Fund N/A	Mutual Funds	—	—	$639K	2.0%
The New Economy Fund Mutual Fund N/A	Other securities	—	—	$546K	1.7%
American Funds 2065 Target Date Mutual Fund N/A	Mutual Funds	—	—	$532K	1.6%
American Funds 2025 Target Date Mutual Fund N/A	Mutual Funds	—	—	$513K	1.6%
Small Cap World Fund Mutual Fund N/A	Other securities	—	—	$488K	1.5%
Washington Mutual Investors Fund Mutual Fund N/A	Other securities	—	—	$465K	1.4%
American Funds 2015 Target Date Mutual Fund N/A	Mutual Funds	—	—	$379K	1.2%
American Balance Fund Mutual Fund N/A	Other securities	—	—	$372K	1.1%
American Funds Money Market Fund Money Market Mutual Fund N/A	Mutual Funds	—	—	$347K	1.1%
American Funds 2070 Target Date Mutual Fund N/A 396 * Various Participants Participant Loans (Maturing 2025 - 2029 at Interest Rates of 4.25% - 9.5%) -	Mutual Funds	—	—	$290K	0.9%
American Funds 2020 Target Date Mutual Fund N/A	Mutual Funds	—	—	$246K	0.8%
The Bond Fund of America Mutual Fund N/A	Other securities	—	—	$235K	0.7%
Intermediate Bond Fund of America Mutual Fund N/A	Other securities	—	—	$92K	0.3%
High-Income Trust Fund Mutual Fund N/A	Common Collective Trusts	—	—	$35K	0.1%
International Growth and Income Mutual Fund N/A	Other securities	—	—	$32K	<0.1%
American Funds 2010 Target Date Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%