Original filing (PDF)20251014131444NAL0004041968001

THE GUTHRIE CLINIC

Name: THE GUTHRIE CLINIC — GUTHRIE RETIREMENT PLAN, Form 5500 (2024)
Creator: THE GUTHRIE CLINIC

Form 5500

FILING_RECEIVED

GUTHRIE RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

124

Accounts w/ balance

—

Plan assets (EOY)

$99.6M

Net assets (EOY)

$99.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

44 bps in Schedule C fees — 176% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GUTHRIE CLINIC.

Plan sponsor

Name

THE GUTHRIE CLINIC

EIN

23-3055017

Address

1 GUTHRIE SQUARE · SAYRE, PA · 188401625

Phone

(570) 887-5004

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BONADIO & CO, LLP	16-1131146	—	AUDITOR	$11K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
INSIGHT NORTH AMERICA, LLC	82-0983489	—	NONE	$190K	—
BUCK GLOBAL, LLC	13-3954297	—	NONE	$110K	—
NORTHERN TRUST COMPANY	36-1561860	—	NONE	$95K	—
JP MORGAN INVESTMENT MANAGEMENT INC	13-3200244	—	NONE	$34K	—

Investments

1 pooled fund· $99.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.