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Original filing (PDF)20251014181518NAL0003478801001
THE GUTHRIE CLINIC
Form 5500
FILING_RECEIVED
GUTHRIE 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
740
Plan assets (EOY)
$222.9M
Net assets (EOY)
$222.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
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 · 18840
Phone
(570) 887-5004
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $49K | — |
Investments
35 direct securities · 2 pooled funds· $222.8M(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.
Uncategorized
$212.9M
35 holdings
Common Collective Trust
$9.8M
1 holding
Pooled Separate Account
$187K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | — | — | — | $29.2M | 13.1% | |
| Harbor Capital Appreciation Fund Inst Registered investment company | — | — | — | $26.2M | 11.8% | |
| Vanguard Institutional Target Retirement 2030 Fund Registered investment company | — | — | — | $25.1M | 11.3% | |
| Vanguard Institutional Target Retirement 2025 Fund Registered investment company | — | — | — | $21.5M | 9.7% | |
| Vanguard Institutional Target Retirement 2035 Fund Registered investment company | — | — | — | $18.9M | 8.5% | |
| Dodge & Cox Stock I Registered investment company | — | — | — | $14.3M | 6.4% | |
| Vanguard Institutional Target Retirement 2040 Fund Registered investment company | — | — | — | $11.8M | 5.3% | |
| Vanguard Institutional Target Retirement 2020 Fund Registered investment company | — | — | — | $11.6M | 5.2% | |
| FIDELITY MANAGED INC PORTFOLIO II FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $9.8M | 4.4% | |
| Vanguard Institutional Target Retirement 2045 Fund Registered investment company | — | — | — | $7.9M | 3.6% | |
| Dodge & Cox Income I Registered investment company | — | — | — | $7.4M | 3.3% | |
| Meridian Small Cap Growth Institutional Registered investment company | — | — | — | $6.8M | 3.1% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $6.5M | 2.9% | |
| Vanguard Institutional Target Retirement Income Fund Registered investment company | — | — | — | $5.1M | 2.3% | |
| Dodge & Cox International Stock I Registered investment company | — | — | — | $4.6M | 2.1% | |
| Vanguard Institutional Target Retirement 2050 Fund Registered investment company | — | — | — | $2.9M | 1.3% | |
| Fidelity US Bond Index Fund Registered investment company | — | — | — | $1.5M | 0.7% | |
| William Blair International Growth Registered investment company | — | — | — | $1.4M | 0.6% | |
| WW Qual Small Cap Institutional Registered investment company | — | — | — | $1.1M | 0.5% | |
| CREF Growth R1 Registered investment company | — | — | — | $1.1M | 0.5% | |
| Fidelity Global Ex U.S. Index Fund Registered investment company | — | — | — | $997K | 0.4% | |
| TIAA Traditional Non-Benefit Responsive Annuity Contracts | — | — | — | $954K | 0.4% | |
| Vanguard Institutional Target Retirement 2055 Fund Registered investment company | — | — | — | $899K | 0.4% | |
| CREF Stock R1 Registered investment company | — | — | — | $828K | 0.4% | |
| CREF Equity Index R1 Registered investment company | — | — | — | $784K | 0.4% | |
| CREF Money Market Account Money market fund | — | — | — | $756K | 0.3% | |
| Vanguard Institutional Target Retirement 2060 Fund Registered investment company | — | — | — | $675K | 0.3% | |
| CREF Global Equities R1 Registered investment company | — | — | — | $532K | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Loans outstanding with interest rates ranging from 4.25% - 9.50% maturing through 2032 | — | — | — | $515K | 0.2% | |
| CREF Core Bond Market R1 Registered investment company | — | — | — | $295K | 0.1% | |
| PIMCO All Asset Institutional Fund Registered investment company | — | — | — | $216K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $187K | <0.1% | |
| CREF Social Choice R1 Registered investment company | — | — | — | $144K | <0.1% | |
| Fidelity Government Money Market Money market fund | — | — | — | $109K | <0.1% | |
| CREF Inflation-Linked Bond R1 Registered investment company | — | — | — | $49K | <0.1% | |
| TIAA Traditional Benefit-Responsive Annuity Contracts | — | — | — | $10K | <0.1% | |
| Vanguard Institutional Target Retirement 2065 Fund Registered investment company | — | — | — | $4K | <0.1% |
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