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Original filing (PDF)20250731150415NAL0010803698001
GLACIER BANCORP, INC.
Form 5500
FILING_RECEIVED
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,535
Accounts w/ balance
4,860
Plan assets (EOY)
$537.9M
Net assets (EOY)
$537.9M
How this plan invests
This plan
26 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLACIER BANCORP, INC..
Plan sponsor
Name
GLACIER BANCORP, INC.
EIN
81-0519541
Address
490 W RESERVE DRIVE · KALISPELL, MT · 59901
Phone
(406) 758-7451
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $158K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
16 direct securities · 26 pooled funds· $537.9M(100% 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.
Common Collective Trust
$417.9M
26 holdings
Uncategorized
$120.1M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MODERATE MAP GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $55.7M | 10.4% | |
| CONSERVATIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $40.5M | 7.5% | |
| GROWTH MAP GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $36.6M | 6.8% | |
| FID 500 INDEX | — | — | — | $34.1M | 6.3% | |
| TRP RET BLEND 2045 J T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $29.2M | 5.4% | |
| Glacier Bancorp | — | — | — | $26.2M | 4.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $25.9M | 4.8% | |
| TRP RET BLEND 2040 J T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $24.6M | 4.6% | |
| FID BLUE CHIP GR K6 | — | — | — | $24.5M | 4.6% | |
| TRP RET BLEND 2050 J T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $22.6M | 4.2% | |
| TRP RET BLEND 2030 J T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $21.6M | 4.0% | |
| TRP RET BLEND 2025 J T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $21.1M | 3.9% | |
| TRP RET BLEND 2055 J T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $19.1M | 3.6% | |
| TRP RET BLEND 2035 J T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $18.6M | 3.5% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $15.0M | 2.8% | |
| Individually directed accounts | — | — | — | $14.6M | 2.7% | |
| AGGRESSIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $13.7M | 2.5% | |
| TRP RET BLEND 2060 J T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $12.3M | 2.3% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $12.2M | 2.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $9.9M | 1.8% | |
| INCOME MAP GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $8.6M | 1.6% | |
| TRP RET BLEND 2020 J T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $7.9M | 1.5% | |
| FID MID CAP IDX | — | — | — | $5.9M | 1.1% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $5.5M | 1.0% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.8% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4.4M | 0.8% | |
| TRP RET BLEND 2065 J T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.8% | |
| FID SM CAP IDX | — | — | — | $3.5M | 0.7% | |
| FID EMERGING MKTS | — | — | — | $2.9M | 0.5% | |
| BLKRK HI YLD INST | — | — | — | $2.6M | 0.5% | |
| AS SPL SM CAP VAL IS | — | — | — | $2.4M | 0.5% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1.8M | 0.3% | |
| TRP RET BLEND 2015 J T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| FID US BOND IDX | — | — | — | $1.0M | 0.2% | |
| PIM REAL RETURN A | — | — | — | $879K | 0.2% | |
| FID INTL SMALL CAP | — | — | — | $646K | 0.1% | |
| TRP RET BLEND 2010 J T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $567K | 0.1% | |
| PIM GLB BD OP US$H I | — | — | — | $530K | <0.1% | |
| TRP RET BLEND 2005 J T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $405K | <0.1% | |
| FID TOTAL INTL IDX | — | — | — | $53K | <0.1% | |
| Fidelity | — | — | — | $44K | <0.1% | |
| Participant loans | — | — | — | $20K | <0.1% |