Original filing (PDF)20251215112236NAL0000687779001

PUREVIEW HEALTH CENTER

Name: PUREVIEW HEALTH CENTER — PUREVIEW HEALTH CENTER 401(K) PLAN, Form 5500 (2024)
Creator: PUREVIEW HEALTH CENTER

Form 5500

FILING_RECEIVED

PUREVIEW HEALTH CENTER 401(K) PLAN

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

104

Accounts w/ balance

128

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

How this plan invests

This plan

27 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

Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

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

Plan sponsor

Name

PUREVIEW HEALTH CENTER

EIN

81-0494674

Address

1930 9TH AVENUE · HELENA, MT · 59601

Phone

(406) 457-8956

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-12-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

27 direct securities· $5.3M(99% of reported assets)

Other securities

$5.2M

26 holdings

Cash / Money Market

$90K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Retirement 2040 Inv -	Other securities	—	—	$1.0M	18.8%
T. Rowe Price T. Rowe Price Retirement 2035 Inv -	Other securities	—	—	$718K	13.5%
T. Rowe Price T. Rowe Price Retirement 2045 Inv -	Other securities	—	—	$705K	13.2%
T. Rowe Price T. Rowe Price Retirement 2055 Inv -	Other securities	—	—	$385K	7.2%
T. Rowe Price T. Rowe Price Retirement 2025 Inv -	Other securities	—	—	$384K	7.2%
T. Rowe Price T. Rowe Price Retirement 2060 Inv -	Other securities	—	—	$287K	5.4%
Vanguard 500 Index -	Other securities	—	—	$240K	4.5%
T. Rowe Price T. Rowe Price Retirement 2030 Inv -	Other securities	—	—	$234K	4.4%
T. Rowe Price T. Rowe Price Retirement 2065 Inv -	Other securities	—	—	$193K	3.6%
T. Rowe Price T. Rowe Price Retirement 2020 Inv -	Other securities	—	—	$144K	2.7%
T. Rowe Price T. Rowe Price Retirement 2050 Inv -	Other securities	—	—	$143K	2.7%
T. Rowe Price T. Rowe Price Large-Cap Growth -	Other securities	—	—	$109K	2.0%
American Funds American Funds Washington Mutual -	Other securities	—	—	$106K	2.0%
T. Rowe Price Money Market - $	Cash / Money Market	—	—	$90K	1.7%
MFS Investment Management Mfs Intl Diversification R6 -	Other securities	—	—	$89K	1.7%
JP Morgan JP Morgan Core Bond Fund -	Other securities	—	—	$88K	1.7%
Vanguard Small Cap Index -	Other securities	—	—	$65K	1.2%
Fidelity Mid Cap Index -	Other securities	—	—	$48K	0.9%
JP Morgan JP Morgan Equity Income -	Other securities	—	—	$45K	0.8%
American Funds American Funds New Perspective -	Other securities	—	—	$43K	0.8%
American Funds American Funds Capital World -	Other securities	—	—	$41K	0.8%
BlackRock Health Sciences Opps Instl -	Other securities	—	—	$39K	0.7%
T. Rowe Price T. Rowe Price Retirement 2015 Inv -	Other securities	—	—	$31K	0.6%
American Funds American Funds New World -	Other securities	—	—	$23K	0.4%
Vanguard Total Bond Mkt Index -	Other securities	—	—	$18K	0.3%
Cohen & Steers Cohen & Steers Real Estate Securities -	Other securities	—	—	$11K	0.2%
American Funds American Funds American Balanced -	Other securities	—	—	$8K	0.1%