Plan Snapshot
- Plan Sponsor: Great Falls Clinic
- Sponsor EIN: 810141660
- Sponsor Address: 1400 29TH STREET SOUTH, GREAT FALLS, MT, 594055364
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $577
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $577 | $0 | $0 |
| 2024 | 831 | $40.9M | $1.0M | $3.1M |
| 2023 | 648 | $36.7M | $878,125 | $2.8M |
| 2022 | 738 | $31.8M | $783,258 | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $39,709 | $28,808 | — | — | — |
| 2024 | $118,014 | $90,467 | — | — | — |
| 2023 | $103,996 | $78,456 | — | — | — |
| 2022 | $107,283 | $5,801 | — | — | — |