How big is Helena Surgicenter LLC's plan?

Helena Surgicenter LLC's plan reported $5.1M in assets and 28 participants for 2025.

Original filing (PDF)20260122131705NAL0005832995001

Helena Surgicenter LLC

Name: Helena Surgicenter LLC — Helena Surgicenter LLC, Form 5500 (2025)
Creator: Helena Surgicenter LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helena Surgicenter LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Helena Surgicenter LLC's Helena Surgicenter LLC 401(k) Profit Sharing Plan and Trust held $5.1M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Helena Surgicenter LLC's EIN is 81-0513385.

EIN 81-0513385

Plan number 001

Plan year 2025

ACK ID 20260122131705NAL0005832995001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Helena Surgicenter LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Helena Surgicenter LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HELENA SURGICENTER LLC

EIN

all filings

Address

2440 WINNE AVE · HELENA, MT · 59601

Phone

(406) 457-4200

Industry

Health Care & Social Assistance

Plan administrator