What public Form 5500 filings show about the Great Falls Clinic 401(k) plan — and how to find and check your own account.
Great Falls Clinic (EIN 81-0141660) reports GREAT FALLS CLINIC RETIREMENT PLAN on its most recent Form 5500, with $577 in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Great Falls Clinic filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Great Falls Clinic 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.