Original filing (PDF)20250929103044NAL0011184945001

HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA

Name: HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA — AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN, Form 5500 (2024)
Creator: HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA

Form 5500

FILING_RECEIVED

AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

677

Accounts w/ balance

704

Plan assets (EOY)

$51.5M

Net assets (EOY)

$51.5M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA.

Plan sponsor

Name

HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA

DBA

AVERA HEART HOSPITAL OF SOUTH DAKOTA

EIN

56-2143771

Address

3900 WEST AVERA DRIVE · SIOUX FALLS, SD · 57108

Phone

(605) 322-4700

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

33 direct securities· $51.5M(100% of reported assets)

Other securities

$51.2M

31 holdings

Bonds / Notes

$337K

1 holding

Cash / Money Market

$18K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund N/A	Other securities	—	—	$7.0M	13.5%
Fidelity Growth Company Fund - Class K Mutual fund N/A	Other securities	—	—	$5.4M	10.4%
Fidelity Freedom 2030 Fund - Class K Mutual fund N/A	Other securities	—	—	$5.0M	9.7%
Fidelity Freedom 2040 Fund - Class K Mutual fund N/A	Other securities	—	—	$4.7M	9.1%
Fidelity Freedom 2050 Fund - Class K Mutual fund N/A	Other securities	—	—	$4.2M	8.2%
Fidelity Freedom 2055 Fund - Class K Mutual fund N/A	Other securities	—	—	$3.4M	6.6%
Fidelity Freedom 2020 Fund - Class K Mutual fund N/A	Other securities	—	—	$2.7M	5.3%
Fidelity Freedom 2035 Fund - Class K Mutual fund N/A	Other securities	—	—	$2.6M	5.0%
Fidelity International Index Fund - Premium Class Mutual fund N/A	Other securities	—	—	$2.2M	4.3%
JPMorgan Equity Income Fund Class R6 Mutual fund N/A	Other securities	—	—	$2.2M	4.2%
Allspring Special Mid Cap Value R6 Mutual fund N/A	Other securities	—	—	$2.0M	3.9%
Fidelity Freedom 2045 Fund - Class K Mutual fund N/A	Other securities	—	—	$2.0M	3.8%
Principal SmallCap Value R6 Mutual fund N/A	Other securities	—	—	$1.2M	2.3%
Similar Party Par, or Maturity Value Cost Value New York Life Guaranteed Interest Account Guaranteed annuity contract N/A	Other securities	—	—	$1.2M	2.3%
Fidelity Freedom 2060 Fund - Class K Mutual fund N/A	Other securities	—	—	$1.1M	2.1%
Baird Core Plus Institutional Mutual fund N/A	Other securities	—	—	$815K	1.6%
Fidelity Freedom 2025 Fund - Class K Mutual fund N/A	Other securities	—	—	$718K	1.4%
Fidelity Freedom 2065 Fund - Class K Mutual fund N/A	Other securities	—	—	$548K	1.1%
Fidelity Freedom Income Fund - Class K Mutual fund N/A	Other securities	—	—	$372K	0.7%
Fidelity Real Estate Investment Portfolio Mutual fund N/A	Other securities	—	—	$338K	0.7%
Notes receivable from participants Maturing 2025-2030 at interest rates of 4.25% - 9.50% $ -	Bonds / Notes	—	—	$337K	0.7%
Fidelity U.S. Bond Index Fund Mutual fund N/A	Other securities	—	—	$311K	0.6%
Baron Asset Fund Institutional Class Mutual fund N/A	Other securities	—	—	$306K	0.6%
Fidelity Freedom 2015 Fund - Class K Mutual fund N/A	Other securities	—	—	$239K	0.5%
Fidelity Emerging Markets Fund - Class K Mutual fund N/A	Other securities	—	—	$226K	0.4%
Fidelity Extended Market Index Mutual fund N/A	Other securities	—	—	$194K	0.4%
Fidelity Balanced Fund - Class K Mutual fund N/A	Other securities	—	—	$142K	0.3%
Vanguard FTSE Social Index Fund Admiral Mutual fund N/A	Other securities	—	—	$88K	0.2%
BlackRock Inflation Protected Bond Fund - Class K Mutual fund N/A	Other securities	—	—	$51K	<0.1%
PGIM High Yield R6 Mutual fund N/A	Other securities	—	—	$47K	<0.1%
Fidelity Diversified International Fund - Class K Mutual fund N/A	Other securities	—	—	$45K	<0.1%
Fidelity Freedom 2070 Fund - Class K Mutual fund N/A 987 * Fidelity Government Money Market Fund Money market mutual fund N/A	Cash / Money Market	—	—	$18K	<0.1%
Baird Short-Term Bond Mutual fund N/A	Other securities	—	—	$14K	<0.1%