Sarah Bearden signed Great Falls Clinic's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Falls Clinic's EIN is 81-0141660.
Download the official 2024 Form 5500 (PDF) for Great Falls Clinic from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Falls Clinic'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), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Bank Savings | Mutual Funds | — | — | $550 | 95.3% | |
| Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $27 | 4.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
