How big is Springfield Clinic, LLP's plan?

Springfield Clinic, LLP's plan reported $516.7M in assets and 4,120 participants for 2024.

Original filing (PDF)20251007094719NAL0010981938001

Springfield Clinic, LLP

Name: Springfield Clinic, LLP — Springfield Clinic, LLP, Form 5500 (2024)
Creator: Springfield Clinic, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Springfield Clinic, LLP 401(k) Employees' Benefit and Retirement Plan

401(k) retirement plan · Springfield Clinic, LLP's Springfield Clinic, LLP 401(k) Employees' Benefit and Retirement Plan held $516.7M in plan assets for 4,120 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

4,120

Accounts w/ balance

4,547

Plan assets (EOY)

$516.7M

Net assets (EOY)

$516.7M

People on this filing

Katherine Bussing signed Springfield Clinic, LLP's 2024 Form 5500 as plan administrator.

Katherine Bussing — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Springfield Clinic, LLP's EIN is 37-0701328.

EIN 37-0701328

Plan number 003

Plan year 2024

ACK ID 20251007094719NAL0010981938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Springfield Clinic, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Springfield Clinic, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

6 collective trusts

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

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

SPRINGFIELD CLINIC, LLP

EIN

all filings

Address

1025 SOUTH SEVENTH STREET · SPRINGFIELD, IL · 62703

Phone

(217) 528-7541

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY 1	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$176K	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	NONE	$270	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ASCENT GROUP LLC

Investments

6 pooled funds· $181.9M(35% 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.

Common Collective Trust

$120.2M

4 holdings

Pooled Separate Account

$61.7M

2 holdings

			% of plan
LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141	Pooled Separate Account	$49.5M	9.6%
LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426	Common Collective Trust	$42.7M	8.3%
INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000	Common Collective Trust	$33.0M	6.4%
PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291	Common Collective Trust	$30.6M	5.9%
MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630	Common Collective Trust	$13.9M	2.7%
SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701	Pooled Separate Account	$12.2M	2.4%