Great Falls Clinic Retirement Plan
Sponsored by Great Falls Clinic · EIN 810141660 · Plan #001
- Total assets
- $577
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $39,709 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,186 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $577 | 0 | ack 20251124114853NAL0003661970001 |
| 01/01/2024 | $40.9M | 831 | ack 20251013142833NAL0002185168001 |