Original filing (PDF)20251124114853NAL0003661970001

GREAT FALLS CLINIC

Name: GREAT FALLS CLINIC — GREAT FALLS CLINIC RETIREMENT PLAN, Form 5500 (2024)
Creator: GREAT FALLS CLINIC

Form 5500

FILING_RECEIVED

GREAT FALLS CLINIC RETIREMENT PLAN

401(k) retirement plan

Signals · 2

95% in single holding~708752 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$577

Net assets (EOY)

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 GREAT FALLS CLINIC.

Plan sponsor

Name

GREAT FALLS CLINIC

EIN

81-0141660

Address

1400 29TH STREET SOUTH · GREAT FALLS, MT · 594055364

Phone

(406) 771-3101

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-03

Filed

2025-11-24

Pension benefit codes

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$40K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$1K	—

Investments

2 direct securities· $577(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Schwab Bank Savings	—	—	—	$550	95.3%
	Personal Choice Retirement Account	—	—	—	$27	4.7%

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