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Original filing (PDF)20250922092106NAL0005420720001
PLATTE HEALTH CENTER
Form 5500
FILING_RECEIVED
PLATTE HEALTH CENTER 403(B) PLAN
403(b) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
193
Accounts w/ balance
114
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Hartford Core Equity R6 Pooled Separate Account N/A" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATTE HEALTH CENTER.
Plan sponsor
Name
PLATTE HEALTH CENTER
EIN
46-0239781
Address
601 E. 7TH ST. · PO BOX 200 · PLATTE, SD · 57369
Phone
(605) 337-3364
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | 0 | $776 | — |
| EDWARD D JONES AND CO | 43-0345811 | — | 0 | $0 | — |
Investments
30 direct securities · 1 pooled fund· $27.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.0M
30 holdings
Pooled Separate Account
$13.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13.5M | 96.4% | |
| Hartford Core Equity R6 Pooled Separate Account N/A | — | — | — | $5.1M | 36.2% | |
| Franklin Dynatech R6 Pooled Separate Account N/A | — | — | — | $2.4M | 16.9% | |
| Amerfds 2030 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $1.3M | 9.5% | |
| Hartford Schro Intl Stk Sdr Pooled Separate Account N/A | — | — | — | $682K | 4.9% | |
| Vanguard Growth Index Adm Pooled Separate Account N/A | — | — | — | $548K | 3.9% | |
| AUL Stable Value Account Guaranteed Investment Contract N/A | — | — | — | $482K | 3.4% | |
| Amerfds American Mutual R6 Pooled Separate Account N/A | — | — | — | $473K | 3.4% | |
| Thornburg Ltd Term Inc R6 Pooled Separate Account N/A 440 Vanguard 500 Index Adm Pooled Separate Account N/A | — | — | — | $392K | 2.8% | |
| Amerfds 2040 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $374K | 2.7% | |
| Amerfds 2035 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $331K | 2.4% | |
| Hartford Balanced Income R6 Pooled Separate Account N/A | — | — | — | $257K | 1.8% | |
| Blackrock Mid-Cap Gro Equity K Pooled Separate Account N/A | — | — | — | $246K | 1.8% | |
| Vanguard Mid Cap Index Adm Pooled Separate Account N/A | — | — | — | $167K | 1.2% | |
| Invesco Global Opps R6 Pooled Separate Account N/A | — | — | — | $154K | 1.1% | |
| Amerfds 2060 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $145K | 1.0% | |
| Amerfds Bond FD Of America R6 Pooled Separate Account N/A | — | — | — | $132K | 0.9% | |
| MFS Mid Cap Value R6 Pooled Separate Account N/A | — | — | — | $108K | 0.8% | |
| JPMorgan Small Cap GR R6 Pooled Separate Account N/A | — | — | — | $108K | 0.8% | |
| Fidelity SM Cap Index Pooled Separate Account N/A | — | — | — | $103K | 0.7% | |
| Amerfds 2055 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $102K | 0.7% | |
| Lord Abbett Bond Debenture R6 Pooled Separate Account N/A | — | — | — | $73K | 0.5% | |
| Jpmorgan Emg Mkts EQ R6 Pooled Separate Account N/A | — | — | — | $66K | 0.5% | |
| Jhancock Bond R6 Pooled Separate Account N/A | — | — | — | $65K | 0.5% | |
| Vanguard Value Index Adm Pooled Separate Account N/A | — | — | — | $64K | 0.5% | |
| Amerfds 2045 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $55K | 0.4% | |
| Amerfds 2020 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $40K | 0.3% | |
| Notes receivable from participants Maturing 2026 - 2028 at interest rates of 4.25% - 9.50% $ - | — | — | — | $22K | 0.2% | |
| Amerfds 2025 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $15K | 0.1% | |
| Amerfds 2050 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $13K | <0.1% | |
| Amerfds 2065 Trgt Date Ret R6 Pooled Separate Account N/A | — | — | — | $7K | <0.1% |