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Original filing (PDF)20251015104031NAL0005827184001
BEARTOOTH BILLINGS CLINIC
Form 5500
FILING_RECEIVED
BEARTOOTH BILLINGS CLINIC 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
137
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEARTOOTH BILLINGS CLINIC.
Plan sponsor
Name
BEARTOOTH BILLINGS CLINIC
EIN
81-0224734
Address
PO BOX 590 · RED LODGE, MT · 59068
Phone
(406) 446-0500
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-21
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $14K | — |
Investments
24 direct securities · 1 pooled fund· $7.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.9M
24 holdings
Common Collective Trust
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund R6 | — | — | — | $1.1M | 14.6% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $895K | 12.3% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $850K | 11.6% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $704K | 9.6% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $687K | 9.4% | |
| Ishares S&P 500 Index I | — | — | — | $556K | 7.6% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $346K | 4.7% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $285K | 3.9% | |
| American Funds Washington Mutual R6 | — | — | — | $282K | 3.9% | |
| American Funds Growth Fund of America R6 | — | — | — | $247K | 3.4% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $215K | 2.9% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $193K | 2.6% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $142K | 2.0% | |
| Participants Participant Loans Rates from 4.16% to 9.5% - | — | — | — | $121K | 1.7% | |
| MFS Intl Diversification R6 | — | — | — | $101K | 1.4% | |
| Allspring Special Midcap Value R6 | — | — | — | $100K | 1.4% | |
| American Funds Bond Fund Of America R6 | — | — | — | $91K | 1.2% | |
| American Funds New Perspective R6 | — | — | — | $76K | 1.0% | |
| American Funds Small Cap R6 | — | — | — | $62K | 0.8% | |
| Ishares Russell Mid-Cap Index K | — | — | — | $37K | 0.5% | |
| American Funds American Hi Inc TR R6 | — | — | — | $28K | 0.4% | |
| American Funds New World R6 | — | — | — | $23K | 0.3% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $11K | 0.2% | |
| Baird Midcap Inst | — | — | — | $10K | 0.1% | |
| American Funds 2010 Target Date Fund R6 | — | — | — | $8K | 0.1% |
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