Original filing (PDF)20251014101839NAL0005435714001

INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION

Name: INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION — INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION

Form 5500-SF

FILING_RECEIVED

INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION.

Plan sponsor

Name

INTERNATIONAL HEART INSTITUTE OF MONTANA FOUNDATION

EIN

81-0500863all filings

Address

P.O. BOX 7706 · MISSOULA, MT · 59807

Phone

(406) 329-5670

Industry

Other Services (ex. Public Admin)see all

Plan administrator