Great Falls Clinic 401(k) Plan: Login, Facts & Contact Information

Great Falls Clinic 401(k) Plan Facts

Plan name
GREAT FALLS CLINIC RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
GREAT FALLS CLINIC
Participants
889 (831 active employees)
Former employees with a balance
213
Plan assets
$40,946,163 at Dec 31, 2024
Average account balance
$46,424 across 882 accounts
Employer contributions
$1,019,836 in plan year 2024 (24% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 31, 1968
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.30 million went into the plan in contributions, $1.02 million of it from the employer (24%).
  • $4.33 million was paid out to participants.
  • Investment and other income added $4.36 million.
  • Administrative expenses were $118,014, about $134 per account.

How the Great Falls Clinic 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019767$37.2 million$343,414$3.49 million
2020777$38.4 million$436,123$5.21 million
2021822$36.8 million$699,752$9.48 million
2022891$31.8 million$783,258$3.43 million
2023952$36.7 million$878,125$3.64 million
2024889$40.9 million$1.02 million$4.33 million

Great Falls Clinic 401(k) Contact Information

Phone
406-771-3101
Mailing address
1400 29TH STREET SOUTH, GREAT FALLS MT 594055364
Plan sponsor
GREAT FALLS CLINIC
Employer identification number (EIN)
81-0141660
Plan number
001

Questions about the Great Falls Clinic 401(k)

Does Great Falls Clinic contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.02 million, 24% of all contributions.

Does the Great Falls Clinic 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Great Falls Clinic 401(k) plan?

889 participants at the start of plan year 2024, 831 of them active employees, and 213 former employees who still had money in the plan.

What is the average 401(k) balance at Great Falls Clinic?

About $46,424 per account: $40.9 million in plan assets across 882 accounts with a balance at the end of plan year 2024.

Who manages the Great Falls Clinic 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Great Falls Clinic. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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