· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARILLAC CLINIC, INC. — MARILLAC CLINIC INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620090252NAL0003764961001
MARILLAC CLINIC, INC.
Form 5500-SF
FILING_RECEIVED
MARILLAC CLINIC INC. 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
116
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARILLAC CLINIC, INC.
.
Find decision makers
Plan sponsor
Name
MARILLAC CLINIC, INC.
EIN
84-1085822
Address
2333 N 6TH ST · GRAND JUNCTION, CO · 81501
Phone
(970) 200-1600
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
WELVISTA, INC.
WELVISTA, INC. 401(K) PLAN
$2.4M · 90 participants
WESTERN WAYNE FAMILY HEALTH CENTER
WESTERN WAYNE FAMILY HEALTH CENTER 403B PLAN
$2.4M · 238 participants
HOTEL RECOVERY, INC
HOTEL RECOVERY, INC. 401(K) PROFIT SHARING PLAN
$2.4M · 37 participants
LEXINGTON COMPOUNDING PHARMACY
LEXINGTON COMPOUNDING PHARMACY, INC. 401(K) PLAN
$2.4M · 13 participants
GREATER VALLEY HEALTH CENTER
GREATER VALLEY HEALTH CENTER 401(K) PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 112 participants
FIDUCIARY WISE, LLC FBO NATIVE AMERICAN COMMUNITY CLINIC
THE OPEN 401K MEP FIDUCIARY WISE, LLC
$2.4M · 129 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B