Original filing (PDF)20250415172943NAL0003695057001

CENTER FOR MENTAL HEALTH

Name: CENTER FOR MENTAL HEALTH — CENTER FOR MENTAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CENTER FOR MENTAL HEALTH

Form 5500

FILING_RECEIVED

CENTER FOR MENTAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late participant contributions~79 bps in Sched C fees

Active participants

138

Accounts w/ balance

104

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

How this plan invests

This plan

1 collective trust

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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR MENTAL HEALTH.

Plan sponsor

Name

CENTER FOR MENTAL HEALTH

EIN

81-0347441

Address

915 1ST AVENUE SOUTH · PO BOX 3089 · GREAT FALLS, MT · 594033089

Phone

(406) 771-8648

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

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMER	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $2.8M(98% of reported assets)

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.