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Original filing (PDF)20260319220551NAL0003761315001
THE REACH, INC.
Form 5500-SF
FILING_RECEIVED
THE REACH, INC. 403B PLAN
401(k) retirement plan
Signals · 1
Late filing · 10.1 mo
Active participants
71
Accounts w/ balance
36
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
78
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Filed 10.1 months past the 10.5-month grace window.
- 51% 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 THE REACH, INC..
Plan sponsor
Name
THE REACH, INC.
EIN
81-0347366
Address
322 GALLATIN PARK DR. · BOZEMAN, MT · 59715
Phone
(406) 587-1271
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2026-03-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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