How big is Butterfield Memorial Foundation's plan?

Butterfield Memorial Foundation's plan reported $2.1M in assets and 15 participants for 2024.

Original filing (PDF)20250710062908NAL0008774224001

Butterfield Memorial Foundation

Name: Butterfield Memorial Foundation — Butterfield, Form 5500 (2024)
Creator: Butterfield Memorial Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Butterfield Memorial Foundation 401(k) Plan

401(k) retirement plan · Butterfield Memorial Foundation's Butterfield Memorial Foundation 401(k) Plan held $2.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Nick Rice signed Butterfield Memorial Foundation's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Butterfield Memorial Foundation's EIN is 73-1447149.

EIN 73-1447149

Plan number 001

Plan year 2024

ACK ID 20250710062908NAL0008774224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Butterfield Memorial Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Butterfield Memorial Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUTTERFIELD MEMORIAL FOUNDATION.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

BUTTERFIELD MEMORIAL FOUNDATION

EIN

all filings

Address

8308 MAY AVE, · SUITE 200 · OKLAHOMA CITY, OK · 73120

Phone

(405) 630-9656

Industry

Other Services (ex. Public Admin)

Plan administrator