· 2022–2024 · DOL EFAST2

HEALTH PARTNERS FREE CLINIC — 403(B) THRIFT PLAN FOR EMPLOYEES OF HEALTH PARTNERS FREE CLINIC, Form 5500 (2023)

Original filing (PDF)20250414082241NAL0001565985001

HEALTH PARTNERS FREE CLINIC

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF HEALTH PARTNERS FREE CLINIC

401(k) retirement plan

Active participants

7

Accounts w/ balance

3

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

57

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTH PARTNERS FREE CLINIC.

Plan sponsor

Name

HEALTH PARTNERS FREE CLINIC

EIN

31-1596731all filings

Address

1300 N COUNTY ROAD 25A · TROY, OH · 453731359

Phone

(937) 332-0894

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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