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Original filing (PDF)20250925142207NAL0008612961001
PRAIRIE LAKES HEALTHCARE SYSTEM
Form 5500
FILING_RECEIVED
PRAIRIE LAKES HEALTHCARE SYSTEM 403(B) PLAN
403(b) retirement plan
Active participants
832
Accounts w/ balance
758
Plan assets (EOY)
$62.0M
Net assets (EOY)
$62.0M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRAIRIE LAKES HEALTHCARE SYSTEM.
Plan sponsor
Name
PRAIRIE LAKES HEALTHCARE SYSTEM
EIN
46-0391067
Address
401 9TH AVENUE NW · WATERTOWN, SD · 57201
Phone
(605) 882-7702
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY COMPANY | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $102K | — |
Investments
34 direct securities· $62.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS Bond Fund Of Amer R6 | — | — | — | $13.8M | 22.3% | |
| FIDELITY 500 Index | — | — | — | $6.6M | 10.7% | |
| FIDELITY Small Cap Index | — | — | — | $5.4M | 8.8% | |
| VANGUARD Total Intl Stock Index Admiral | — | — | — | $4.4M | 7.1% | |
| DODGE & COX Stock Fund - I | — | — | — | $4.0M | 6.5% | |
| T. ROWE PRICE Blue Chip Growth I | — | — | — | $3.6M | 5.9% | |
| ALLSPRING SPECIAL Mid Cap Value R6 | — | — | — | $2.8M | 4.5% | |
| AMERICAN FUNDS Washington Mutual R6 | — | — | — | $2.7M | 4.4% | |
| FIDELITY Advisor International Value Z | — | — | — | $2.7M | 4.4% | |
| PEAR TREE POLARIS Fgn Val Sm Cap R6 | — | — | — | $2.4M | 3.9% | |
| INVESCO Real Estate Y | — | — | — | $2.3M | 3.8% | |
| AMG Yacktman Mutual Funds I | — | — | — | $2.2M | 3.6% | |
| DFA Emerging Markets Core Equity I | — | — | — | $2.2M | 3.6% | |
| FMI Common Stock | — | — | — | $1.6M | 2.6% | |
| VANGUARD Target Retirement 2025 Inv | — | — | — | $1.5M | 2.3% | |
| FPA New Income | — | — | — | $935K | 1.5% | |
| AMERICAN FUNDS Capital World G/i R6 | — | — | — | $918K | 1.5% | |
| VANGUARD Short-term Corp Bd Idx Admiral | — | — | — | $598K | 1.0% | |
| Maturities Through 2036 - | — | — | — | $416K | 0.7% | |
| VANGUARD Federal Money Market Inv | — | — | — | $314K | 0.5% | |
| VANGUARD Target Retirement 2040 Inv | — | — | — | $157K | 0.3% | |
| FIDELITY Mid Cap Index | — | — | — | $57K | <0.1% | |
| VANGUARD Target Retirement 2045 Inv | — | — | — | $53K | <0.1% | |
| VANGUARD Target Retirement 2065 Inv | — | — | — | $30K | <0.1% | |
| VANGUARD Target Retirement 2035 Inv | — | — | — | $27K | <0.1% | |
| VANGUARD Target Retirement 2050 Inv | — | — | — | $24K | <0.1% | |
| INVESCO Small Cap Value R6 | — | — | — | $20K | <0.1% | |
| VANGUARD Target Retirement 2060 Inv | — | — | — | $12K | <0.1% | |
| VANGUARD Target Retirement 2055 Inv | — | — | — | $11K | <0.1% | |
| JPMORGAN Mid Cap Growth R6 | — | — | — | $11K | <0.1% | |
| VANGUARD Target Retirement 2030 Inv | — | — | — | $7K | <0.1% | |
| AMERICAN CENTURY Small Cap Growth R6 | — | — | — | $6K | <0.1% | |
| VANGUARD Target Retirement Income Inv | — | — | — | $2K | <0.1% | |
| NUVEEN Real Estate Securities Select R6 | — | — | — | $1K | <0.1% |