Bluestem Health's EIN is 41-2056863.
Download the official 2024 Form 5500 (PDF) for Bluestem Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluestem Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RET PLAN SERVICES | — | IRVINE, CA | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC - THE 401(K) EXPERTS | 26-2091417 | ST PAUL, MN | THIRD PARTY ADMIN | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $1.0M | 16.3% | |
| AF New Perspective Fund-R6 Mutual fund N/A | Other securities | — | — | $573K | 9.2% | |
| American Funds 2045 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $529K | 8.5% | |
| American Funds 2035 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $519K | 8.3% | |
| AF The Growth Fund Of America-R6 Mutual fund N/A | Other securities | — | — | $515K | 8.3% | |
| American Funds 2030 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $447K | 7.2% | |
| American Funds 2055 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $324K | 5.2% | |
| AF Washington Mutual Investors Fund-R6 Mutual fund N/A | Other securities | — | — | $214K | 3.4% | |
| AF U.S. Government Money Market-R6 Money market mutual fund N/A | Cash / Money Market | — | — | $185K | 3.0% | |
| American Funds 2060 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $173K | 2.8% | |
| American Funds 2065 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $131K | 2.1% | |
| American Balanced Fund-R6 Mutual fund N/A | Other securities | — | — | $129K | 2.1% | |
| AF The Bond Fund Of America-R6 Mutual fund N/A | Other securities | — | — | $92K | 1.5% | |
| American Funds 2025 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $72K | 1.2% | |
| American Funds New World Fund-R6 Mutual fund N/A | Mutual Funds | — | — | $71K | 1.1% | |
| American Mutual Fund-R6 Mutual fund N/A | Other securities | — | — | $14K | 0.2% | |
| American Funds 2020 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Smallcap World Fund-R6 Mutual fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds 2015 Target Date-R6 Mutual fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | MINNEAPOLIS, MN | REGISTERED INVESTMENT AD | $16K | — |
