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Original filing (PDF)20251009191509NAL0011577424001
MEIER CLINICS FOUNDATION
Form 5500
FILING_RECEIVED
MEIER CLINICS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
65
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
5 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
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEIER CLINICS FOUNDATION.
Plan sponsor
Name
MEIER CLINICS FOUNDATION
EIN
75-2845878
Address
2100 MANCHESTER RD, STE 1510 · WHEATON, IL · 601874561
Phone
(630) 653-1717
Industry
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
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
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 pooled funds· $1.9M
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | $564K | 29.7% |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | $501K | 26.4% |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | $488K | 25.7% |
| GG EUROPAC GROWTH R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | $180K | 9.5% |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $164K | 8.7% |
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