Back to filter
Original filing (PDF)20251014181444NAL0001744787001
THE GUTHRIE CLINIC
Form 5500
FILING_RECEIVED
GUTHRIE 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
11,376
Accounts w/ balance
10,942
Plan assets (EOY)
$629.8M
Net assets (EOY)
$629.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
87 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
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
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 | $402K | — |
Investments
85 direct securities · 2 pooled funds· $614.6M(98% 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
$614.3M
85 holdings
Pooled Separate Account
$349K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Target Retirement 2030 Registered investment company | — | — | — | $77.7M | 12.3% | |
| Vanguard Inst Target Retirement 2035 Registered investment company | — | — | — | $70.5M | 11.2% | |
| Vanguard Inst Target Retirement 2045 Registered investment company | — | — | — | $57.3M | 9.1% | |
| Vanguard Inst Target Retirement 2040 Registered investment company | — | — | — | $54.0M | 8.6% | |
| Vanguard Inst Target Retirement 2025 Registered investment company | — | — | — | $53.4M | 8.5% | |
| Vanguard Inst Target Retirement 2050 Registered investment company | — | — | — | $51.4M | 8.2% | |
| Fidelity 500 Index Registered investment company | — | — | — | $46.3M | 7.4% | |
| Vanguard Inst Target Retirement 2055 Registered investment company | — | — | — | $37.5M | 6.0% | |
| Harbor Capital Appreciation Investment Registered investment company | — | — | — | $23.5M | 3.7% | |
| Vanguard Inst Target Retirement 2060 Registered investment company | — | — | — | $17.8M | 2.8% | |
| Vanguard Inst Target Retirement 2020 Registered investment company | — | — | — | $16.3M | 2.6% | |
| Lincoln - Fixed Account Annuity Contracts | — | — | — | $15.1M | 2.4% | |
| Dodge & Cox Stock Registered investment company | — | — | — | $13.5M | 2.1% | |
| Vanguard Federal Money Market Money Market | — | — | — | $9.1M | 1.5% | |
| Fidelity Small Cap Index Registered investment company | — | — | — | $8.7M | 1.4% | |
| Vanguard Inst Target Retirement Income Registered investment company | — | — | — | $8.1M | 1.3% | |
| DFA US Targeted Value Portfolio Institutional Class Registered investment company | — | — | — | $7.2M | 1.1% | |
| maturing at various dates through August 2040 | — | — | — | $6.3M | 1.0% | |
| Vanguard Inst Target Retirement 2065 Registered investment company | — | — | — | $6.0M | 1.0% | |
| Dodge & Cox Intl Stock Registered investment company | — | — | — | $5.3M | 0.8% | |
| Meridian Small Cap Growth Institutional Registered investment company | — | — | — | $4.5M | 0.7% | |
| Fidelity U.S. Bond Index Fund Registered investment company | — | — | — | $3.2M | 0.5% | |
| Fidelity Global XUS Index Fund Registered investment company | — | — | — | $2.4M | 0.4% | |
| William Blair International Growth Registered investment company | — | — | — | $2.3M | 0.4% | |
| Westwood Quality Small Cap Institutional Registered investment company | — | — | — | $2.0M | 0.3% | |
| LVIP SSGA S&P 500 Index Pooled Separate Account | — | — | — | $1.8M | 0.3% | |
| Fidelity Growth Portfolio Pooled Separate Account | — | — | — | $1.4M | 0.2% | |
| CREF Growth Registered investment company | — | — | — | $1.2M | 0.2% | |
| American Funds Growth Fund Pooled Separate Account | — | — | — | $1.2M | 0.2% | |
| Fidelity Contrafund Portfolio Pooled Separate Account | — | — | — | $1.0M | 0.2% | |
| TIAA Traditional Annuity Contracts | — | — | — | $981K | 0.2% | |
| CREF Stock Registered investment company | — | — | — | $935K | 0.1% | |
| CREF Equity Index Registered investment company | — | — | — | $687K | 0.1% | |
| CREF Global Equities Registered investment company | — | — | — | $640K | 0.1% | |
| PIMCO All Asset Inst Registered investment company | — | — | — | $564K | <0.1% | |
| LVIP Baron Growth Opportunities Pooled Separate Account | — | — | — | $436K | <0.1% | |
| M&N Pro Blend Extended Term Series Class R Registered investment company | — | — | — | $404K | <0.1% | |
| Transamerica Insurance Company General Account Annuity Contracts | — | — | — | $387K | <0.1% | |
| NB AMT Sustainable EQ Port Pooled Separate Account | — | — | — | $354K | <0.1% | |
| Janus Henderson GLB Research Pooled Separate Account | — | — | — | $286K | <0.1% | |
| LVIP T.Rowe Price Structured Pooled Separate Account | — | — | — | $260K | <0.1% | |
| CREF Core Bond Registered investment company | — | — | — | $255K | <0.1% | |
| CREF Money Market Money Market | — | — | — | $245K | <0.1% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $198K | <0.1% | |
| LVIP Macquire US REIT Fund Pooled Separate Account | — | — | — | $198K | <0.1% | |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $151K | <0.1% | |
| Fidelity Asset Manager Pooled Separate Account | — | — | — | $150K | <0.1% | |
| CREF Social Choice Registered investment company | — | — | — | $145K | <0.1% | |
| M&N Pro Blend Maximum Term Series Class R Registered investment company | — | — | — | $142K | <0.1% | |
| Macquire VIP Small Cap Value Pooled Separate Account | — | — | — | $102K | <0.1% | |
| American Funds Growth-Income Pooled Separate Account | — | — | — | $96K | <0.1% | |
| American Funds International Pooled Separate Account | — | — | — | $86K | <0.1% | |
| LVIP SSGA Small-Cap Index Pooled Separate Account | — | — | — | $85K | <0.1% | |
| M&N Pro Blend Conservative Term Series Class R Registered investment company | — | — | — | $73K | <0.1% | |
| AB VPS Sust GL Thematic Port Pooled Separate Account | — | — | — | $72K | <0.1% | |
| American Funds Global Growth Pooled Separate Account | — | — | — | $69K | <0.1% | |
| CREF Inflation-Linked Bond Registered investment company | — | — | — | $59K | <0.1% | |
| T. Rowe Price Total Equity Market Index Registered investment company | — | — | — | $57K | <0.1% | |
| LVIP Macquire SMID Cap Core Fund Pooled Separate Account | — | — | — | $56K | <0.1% | |
| Transamerica Partners Large Growth Pooled Separate Account | — | — | — | $41K | <0.1% | |
| American Century VP Balanced Pooled Separate Account | — | — | — | $38K | <0.1% | |
| T.Rowe Price Int'l Stock Pooled Separate Account | — | — | — | $32K | <0.1% | |
| LVIP Dimensional US Core Equity 1 Pooled Separate Account | — | — | — | $30K | <0.1% | |
| Transamerica Partners Large Core Pooled Separate Account | — | — | — | $30K | <0.1% | |
| American Beacon Large Cap Value Registered investment company | — | — | — | $22K | <0.1% | |
| GTS Fixed Account (Liquid) Annuity Contracts | — | — | — | $21K | <0.1% | |
| LVIP Mondrian Int'l Value Pooled Separate Account | — | — | — | $19K | <0.1% | |
| Transamerica Large Value Opp Variable Pooled Separate Account | — | — | — | $16K | <0.1% | |
| AB VPS Large Cap Growth Port Pooled Separate Account | — | — | — | $15K | <0.1% | |
| T. Rowe Price New Horizons Registered investment company | — | — | — | $15K | <0.1% | |
| MFS International Intrinsic Value Registered investment company | — | — | — | $14K | <0.1% | |
| Fidelity Government Money Market Money Market | — | — | — | $12K | <0.1% | |
| LVIP T.Rowe Price 2040 Pooled Separate Account | — | — | — | $12K | <0.1% | |
| LVIP Global Growth Allocation MR Pooled Separate Account | — | — | — | $10K | <0.1% | |
| DFA US Targeted Value Registered investment company | — | — | — | $9K | <0.1% | |
| LVIP JPMorgan Retirement Income Pooled Separate Account | — | — | — | $8K | <0.1% | |
| LVIP BlackRock Global Alloc Pooled Separate Account | — | — | — | $6K | <0.1% | |
| LVIP Macquire Bond Fund Pooled Separate Account | — | — | — | $6K | <0.1% | |
| LVIP FT Emerging Market Equity Fund Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Transamerica Balanced II Variable Pooled Separate Account | — | — | — | $4K | <0.1% | |
| Transamerica Partners International Equity Pooled Separate Account | — | — | — | $3K | <0.1% | |
| PIMCO Total Return Registered investment company | — | — | — | $3K | <0.1% | |
| Transamerica Core Bond Pooled Separate Account | — | — | — | $2K | <0.1% | |
| LVIP T.Rowe Price 2050 Pooled Separate Account | — | — | — | $1K | <0.1% | |
| LVIP Macquire Wealth Builder Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Transamerica Inflation Opportunities Pooled Separate Account | — | — | — | $1K | <0.1% | |
| LVIP BR Inflation Protected Pooled Separate Account | — | — | — | $1K | <0.1% |