How big is Missoula Valley Partners, LLC's plan?

Missoula Valley Partners, LLC's plan reported $459K in assets and 27 participants for 2025.

Original filing (PDF)20260521154945NAL0002685569001

Missoula Valley Partners, LLC

Name: Missoula Valley Partners, LLC — Genesis Northwest, Form 5500 (2025)
Creator: Missoula Valley Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Northwest 401(k) Plan

401(k) retirement plan · Missoula Valley Partners, LLC's Genesis Northwest 401(k) Plan held $459K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

People on this filing

Cheryl Kerry signed Missoula Valley Partners, LLC's 2025 Form 5500 as plan administrator.

Cheryl Kerry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Missoula Valley Partners, LLC's EIN is 87-3361662.

EIN 87-3361662

Plan number 001

Plan year 2025

ACK ID 20260521154945NAL0002685569001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Missoula Valley Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Missoula Valley Partners, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MISSOULA VALLEY PARTNERS, 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