How big is Montana OBGYN, PC's plan?

Montana OBGYN, PC's plan reported $2.0M in assets and 19 participants for 2024.

Original filing (PDF)20250704230112NAL0001881937030

Montana OBGYN, PC

Name: Montana OBGYN, PC — Montana OBGYN, PC 401(k) Plan, Form 5500 (2024)
Creator: Montana OBGYN, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montana OBGYN, PC 401(k) Plan

401(k) retirement plan · Montana OBGYN, PC's Montana OBGYN, PC 401(k) Plan held $2.0M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

QIAN LIU signed Montana OBGYN, PC's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montana OBGYN, PC's EIN is 85-2816894.

EIN 85-2816894

Plan number 001

Plan year 2024

ACK ID 20250704230112NAL0001881937030

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montana OBGYN, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montana OBGYN, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTANA OBGYN, PC.

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MONTANA OBGYN, PC

EIN

all filings

Address

45 MEDICAL PARK DR · HELENA, MT · 59601

Phone

(406) 442-1914

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator