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Original filing (PDF)20250415135431NAL0001455507001
JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.
Form 5500
FILING_RECEIVED
JCCS, PC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
117
Accounts w/ balance
169
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
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 (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C..
Plan sponsor
Name
JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.
EIN
81-0348775
Address
501 PARK DR S · GREAT FALLS, MT · 594051880
Phone
(406) 761-2820
Industry
CPA Offices· Professional & Technical Servicessee 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
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRADY MARTZ & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | WESTWOOD, MA | RECORDKEEPER | $25K | — |
Investments
1 pooled fund· $1.9M(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE STABLE VALUE SERIES 25157 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 000 | Common Collective Trust | $1.9M | 7.3% |
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