Guthrie Clinic 401(k) match, vesting and fees
What Guthrie 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Guthrie Clinic: employer contribution per participant | $109 | |
| Peer median | $1,337 |
| Guthrie Clinic: average balance | $301,196 | |
| Peer median | $35,764 |
| Guthrie Clinic: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.32% |
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 $266M at the end of plan year 2021 to $223M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 800 | $223M | $80K | $109 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 773 | $222M | $80K | $106 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 835 | $205M | $107K | $129 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 878 | $266M | $93K | $107 | 0.10% | Not published | Form 5500 ↗ |
Other Guthrie Clinic plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Guthrie 403(b) Retirement Savings Plan
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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Guthrie Retirement Plan
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.
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Guthrie Clinic match 401(k) contributions?
The match terms for the Guthrie 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $80K in employer contributions, about $109 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Guthrie Clinic 401(k) match vested?
The vesting schedule for the Guthrie 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Guthrie Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is The Guthrie Clinic.
I left Guthrie Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Guthrie Clinic, (570) 887-5004) or the recordkeeper, Fid Inv Inst Ops Co. The Guthrie Clinic old 401(k) page lists the contacts from every plan filing. Find an old Guthrie Clinic 401(k)
Data from the public Form 5500 annual reports Guthrie Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Guthrie Clinic. Not financial advice. Report a correction · Methodology