Original filing (PDF)20251009142808NAL0011139984001

HEALTHSOURCE PARTNERS LLC

Name: HEALTHSOURCE PARTNERS LLC — HEALTHSOURCE PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: HEALTHSOURCE PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

HEALTHSOURCE PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHSOURCE PARTNERS LLC.

Plan sponsor

Name

HEALTHSOURCE PARTNERS LLC

EIN

46-1881357

Address

8893 SANDY CREEK LN · BOZEMAN, MT · 59715

Phone

(800) 501-1142

Industry

Offices of Physicians· 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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ROBERT R TOSCANO MD

ROBERT R TOSCANO MD 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 21 participants

SUZANNE W. SCHUESSLER, M.D., P.C. D/B/A LAGRANGE PEDIATRICS

LAGRANGE PEDIATRICS 401(K) PLAN

$1.4M · 8 participants

ADVANCED ALLERGY CARE, P.A.

ADVANCED ALLERGY CARE, P.A. CASH BALANCE PLAN

$1.4M · 2 participants

ELIZABETH J MCCONNELL MD PLC

ELIZABETH J MCCONNELL MD PLC 401(K) PLAN

$1.4M · 12 participants

CENTENNIAL PEDIATRICS, P.C.

CENTENNIAL PEDIATRICS, P.C. 401(K) PLAN