# BOZEMAN HEALTH RETIREMENT PLAN

Retirement plan sponsored by **BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTH**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTH |
| EIN | 810232121 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | BOZEMAN, MT |
| Industry | hospital & health care |
| Total assets (end of year) | $118.3M |
| Participants | 1,906 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| DA DAVIDSON & CO | Investment advisory (plan); Sales loads (front end and deferred); Direct payment from the plan |
| RANDALL & HURLEY, INC. | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Recordkeeping fees |
| EIDE BAILLY LLP | Accounting (including auditing) |
| SAGEVIEW ADVISORY GROUP, LLC | Consulting (pension) |
| FIDELITY INVESTMENTS INSTITUTIONAL | Account maintenance fees; Recordkeeping fees; Sub-transfer agency fees |

## Other plans from this sponsor

- BOZEMAN HEALTH 403(B) PLAN: https://planoptica.com/retirement/810232121-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/810232121-002
- Cite as: PlanOptica, https://planoptica.com/retirement/810232121-002
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers