Western Montana Clinic, P.C. 401(k) Plan

The Western Montana Clinic, P.C. 401(k) on its latest Form 5500

Western Montana Clinic, P.C. (EIN 81-0226415) reports TAMARACK MANAGEMENT INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $46.8M in plan assets across 200 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 Western Montana Clinic, P.C. filing — schedules, fees, and providers.

Who runs the Western Montana Clinic, P.C. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is AMERICAN TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Western Montana Clinic, P.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.

How to check your Western Montana Clinic, P.C. 401(k)

• Log in to AMERICAN TRUST’s participant portal (the site on your statements).
• Ask Western Montana Clinic, P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).