Great Falls Clinic 401(k) match, vesting and fees
What Great Falls Clinic's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 104,026 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Great Falls Clinic: employer contribution per participant | — | |
| Peer median | $1,871 |
| Great Falls Clinic: average balance | — | |
| Peer median | $55,215 |
| Great Falls Clinic: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.45% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $36.8M at the end of plan year 2021 to $0 at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 0 | $0 | — | — | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 1,045 | $40.9M | $1M | $1,156 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 889 | $36.7M | $878K | $1,047 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 952 | $31.8M | $783K | $1,009 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 891 | $36.8M | $700K | $977 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Great Falls Clinic match 401(k) contributions?
The match terms for the Great Falls Clinic Retirement Plan have not been published from its filing yet.
When is the Great Falls Clinic 401(k) match vested?
The vesting schedule for the Great Falls Clinic Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Great Falls Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Great Falls Clinic.
I left Great Falls Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Great Falls Clinic, (406) 771-3101) or the recordkeeper, Schwab Retirement Plan Services,inc. The Great Falls Clinic old 401(k) page lists the contacts from every plan filing. Find an old Great Falls Clinic 401(k)
Data from the public Form 5500 annual reports Great Falls Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Great Falls Clinic. Not financial advice. Report a correction · Methodology