How big is Butte-Silver BOW Primary Healt's plan?

Butte-Silver BOW Primary Healt's plan reported $11.1M in assets and 197 participants for 2024.

Original filing (PDF)20251013110911NAL0001093441001

Butte-Silver BOW Primary Healt

Name: Butte-Silver BOW Primary Healt — Safe-Harbor 403(b), Form 5500 (2024)
Creator: Butte-Silver BOW Primary Healt
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Safe-Harbor 403(b) Thrift Plan for Employees of Butte-Silver BOW Primary Health Care Clinic, Inc.

401(k) retirement plan · Butte-Silver BOW Primary Healt's Safe-Harbor 403(b) Thrift Plan for Employees of Butte-Silver BOW Primary Health Care Clinic, Inc. held $11.1M in plan assets for 197 participants in 2024, with Mutual of America as recordkeeper.

Active participants

197

Accounts w/ balance

191

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

April Gelling signed Butte-Silver BOW Primary Healt's 2024 Form 5500 as plan administrator.

April Gelling — 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

Butte-Silver BOW Primary Healt's EIN is 81-0432169.

EIN 81-0432169

Plan number 001

Plan year 2024

ACK ID 20251013110911NAL0001093441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Butte-Silver BOW Primary Healt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Butte-Silver BOW Primary Healt's plan includes 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 BUTTE-SILVER BOW PRIMARY HEALT.

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How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

BUTTE-SILVER BOW PRIMARY HEALT

EIN

all filings

Address

445 CENTENNIAL AVE · BUTTE, MT · 597012870

Phone

(406) 723-4075

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$1K	—

Investments

46 direct securities · 1 pooled fund· $21.1M(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.

Pooled Separate Account

$10.2M

1 holding

Pooled Separate Accounts

$9.9M

44 holdings

Other securities

$845K

1 holding

Mutual Funds

$107K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$10.2M	92.4%
Mutual of America Equity Index Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.4M	12.5%
Mutual of America Interest Accumulation Account Guaranteed Interest Account N/A	Other securities	—	—	$845K	7.6%
Mutual of America 2045 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$793K	7.1%
Mutual of America 2040 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$717K	6.5%
Mutual of America Mid-Cap Equity Index Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$622K	5.6%
Vanguard VIF International Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$571K	5.1%
Mutual of America Moderate Allocation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$542K	4.9%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$519K	4.7%
Fidelity VIP Contrafund Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$477K	4.3%
Mutual of America 2030 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$470K	4.2%
Mutual of America 2050 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$464K	4.2%
Mutual of America 2015 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$410K	3.7%
DWS Capital Growth VIP Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$263K	2.4%
American Century VP Capital Appreciation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$259K	2.3%
Mutual of America 2055 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$258K	2.3%
Mutual of America 2035 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$198K	1.8%
Mutual of America Money Market Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$195K	1.8%
Mutual of America Bond Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$170K	1.5%
Invesco Oppenheimer V.I. Main Street Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$151K	1.4%
Mutual of America 2025 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$141K	1.3%
Mutual of America Aggressive Allocation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$119K	1.1%
Calvert VP SRI Balanced Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$115K	1.0%
Fidelity VIP Mid Cap Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$108K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$107K	1.0%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$103K	0.9%
Mutual of America 2020 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$93K	0.8%
Mutual of America All America Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$93K	0.8%
Mutual of America Conservative Allocation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$82K	0.7%
Mutual of America Immediate Bond Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$80K	0.7%
Mutual of America Small Cap Equity Index Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$78K	0.7%
Mutual of America Small Cap Growth Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$73K	0.7%
Vanguard VIF Real Estate Index Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$48K	0.4%
Mutual of America Small Cap Value Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$47K	0.4%
Mutual of America Balanced Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$45K	0.4%
Fidelity VIP Asset Manager Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$36K	0.3%
Mutual of America 2065 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$36K	0.3%
Mutual of America Retirement Income Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$26K	0.2%
Mutual of America 2060 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$23K	0.2%
Mutual of America Mid Cap Value Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$17K	0.2%
Mutual of America International Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$16K	0.1%
PIMCO VIT Real Return Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$15K	0.1%
MFS VIT III Mid Cap Value Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.1%
American Funds Insurance Series New World Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$7K	<0.1%
Goldman Sachs VIT Small Cap Equity Insights Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
Victory RS Small Cap Growth Equity VIP Series Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Neuberger Berman AMT Sustainable Equity Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%