Original filing (PDF)20251009112946NAL0006512673001

LIVINGSTON HEALTHCARE

Name: LIVINGSTON HEALTHCARE — LIVINGSTON HEALTHCARE 401(K) PLAN, Form 5500 (2024)
Creator: LIVINGSTON HEALTHCARE

Form 5500

FILING_RECEIVED

LIVINGSTON HEALTHCARE 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

480

Accounts w/ balance

587

Plan assets (EOY)

$32.5M

Net assets (EOY)

$32.5M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIVINGSTON HEALTHCARE.

Plan sponsor

Name

LIVINGSTON HEALTHCARE

EIN

81-0378200

Address

320 ALPENGLOW LANE · LIVINGSTON, MT · 59047

Phone

(406) 222-3541

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$48K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC

Investments

26 direct securities· $32.6M(100% of reported assets)

Other securities

$31.8M

24 holdings

Stable Value

$391K

1 holding

Bonds / Notes

$349K

1 holding

					% of plan
Vanguard Target Retirement 2050 INV Mutual Fund N/A	Other securities	—	—	$3.1M	9.6%
American Funds Growth Fund of Amer R6 Mutual Fund N/A	Other securities	—	—	$3.1M	9.5%
Vanguard Target Retirement 2030 INV Mutual Fund N/A	Other securities	—	—	$3.0M	9.3%
Vanguard 500 Index Admiral Mutual Fund N/A	Other securities	—	—	$2.9M	8.9%
Vanguard Target Retirement 2035 INV Mutual Fund N/A	Other securities	—	—	$2.4M	7.5%
Vanguard Target Retirement 2040 INV Mutual Fund N/A	Other securities	—	—	$2.4M	7.3%
Vanguard Target Retirement 2045 INV Mutual Fund N/A	Other securities	—	—	$2.0M	6.2%
Vanguard Target Retirement 2025 INV Mutual Fund N/A	Other securities	—	—	$2.0M	6.2%
Vanguard Target Retirement 2055 INV Mutual Fund N/A	Other securities	—	—	$1.8M	5.4%
Columbia Dividend Income Instl 3 Mutual Fund N/A	Other securities	—	—	$1.4M	4.4%
Vanguard Target Retirement 2060 INV Mutual Fund N/A	Other securities	—	—	$1.1M	3.5%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A	Other securities	—	—	$1.1M	3.4%
American Funds American Balanced R6 Mutual Fund N/A	Other securities	—	—	$978K	3.0%
American Funds New Perspective R6 Mutual Fund N/A	Other securities	—	—	$944K	2.9%
Vanguard Total Intl Stock Index Admiral Mutual Fund N/A	Other securities	—	—	$600K	1.8%
Vanguard Small Cap Index ADM Mutual Fund N/A	Other securities	—	—	$531K	1.6%
PGIM Total Return Bond R6 Mutual Fund N/A	Other securities	—	—	$522K	1.6%
Vanguard Target Retirement 2020 INV Mutual Fund N/A	Other securities	—	—	$440K	1.4%
Vanguard Target Retirement Income Inv Mutual Fund N/A	Other securities	—	—	$439K	1.3%
Empower Select Guaranteed Fund Guaranteed Investment Contract N/A	Stable Value	—	—	$391K	1.2%
Notes Receivable from Participants Maturing 2025-2029 at Interest Rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$349K	1.1%
Vanguard Inflation-Protected Secs Inv Mutual Fund N/A	Other securities	—	—	$337K	1.0%
Vanguard Target Retirement 2065 INV Mutual Fund N/A	Other securities	—	—	$268K	0.8%
Self-Directed Brokerage Accounts Self-Directed Brokerage N/A	Other securities	—	—	$220K	0.7%
American Funds New World R6 Mutual Fund N/A	Other securities	—	—	$91K	0.3%
Blackrock High Yeild Bond Portfolio K Mutual Fund N/A	Other securities	—	—	$47K	0.1%