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Original filing (PDF)20251015124409NAL0002427619001
STILLWATER MINING COMPANY
Form 5500
FILING_RECEIVED
STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN
401(k) retirement plan
Active participants
759
Accounts w/ balance
1,306
Plan assets (EOY)
$276.3M
Net assets (EOY)
$276.3M
How this plan invests
This plan
31 pooled trusts
Schedule D
32 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 STILLWATER MINING COMPANY.
Plan sponsor
Name
STILLWATER MINING COMPANY
EIN
81-0480654
Address
1600 E 1ST AVE S · COLUMBUS, MT · 59019
Phone
(406) 373-8700
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $110K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $70K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
Investments
6 direct securities · 31 pooled funds· $276.3M(100% 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.
Common Collective Trust
$165.7M
27 holdings
Uncategorized
$71.1M
6 holdings
Pooled Separate Account
$39.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Guaranteed Income Fund Company (at Contract Value) | — | — | — | $48.1M | 17.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $24.3M | 8.8% | |
| FLEXPATH INDEX MOD 2045 FUND CL M GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $23.6M | 8.5% | |
| FLEXPATH INDEX MODERATE 2035 M GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $20.6M | 7.4% | |
| FLEXPATH INDEX MODERATE 2055 M GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $20.1M | 7.3% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $18.7M | 6.8% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $13.8M | 5.0% | |
| FLEXPATH INDEX AGG 2045 FUND CL M GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $9.3M | 3.4% | |
| FLEXPATH INDEX MODERATE RETIREMENT GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $8.6M | 3.1% | |
| SMALL CAP GROWTH / EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $8.5M | 3.1% | |
| MID CAP GRO II CLASS I1 GREAT GRAY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $6.9M | 2.5% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $6.8M | 2.5% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $6.4M | 2.3% | |
| Participants Participant Loans; Interest Rates of 5.25% - 10.50% | — | — | — | $6.1M | 2.2% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $5.9M | 2.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $5.7M | 2.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $5.3M | 1.9% | |
| FLEXPATH INDEX AGG 2055 FUND CL M GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $4.7M | 1.7% | |
| FLEXPATH INDEX AGG 2035 FUND CL M GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $4.4M | 1.6% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $3.8M | 1.4% | |
| FLEXPATH INDEX CONSERVATIVE 2055 M GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $3.8M | 1.4% | |
| FLEXPATH INDEX MOD 2065 FUND CL M GREAT GRAY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $3.8M | 1.4% | |
| FLEXPATH INDEX CONSERVATIVE 2035 M GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $3.6M | 1.3% | |
| DFA Emerging Markets Core Equity I | — | — | — | $3.4M | 1.2% | |
| FLEXPATH INDEX CONSERVATIVE 2045 M GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $3.0M | 1.1% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $994K | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $748K | 0.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $245K | <0.1% | |
| FLEXPATH INDEX AGG 2065 FUND CL M GREAT GRAY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $70K | <0.1% | |
| FLEXPATH INDEX CNSRV 2065 FUND CL M GREAT GRAY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $26K | <0.1% | |
| FLEXPATH INDEX AGG 2025 FUND CL M GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 M GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 M GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
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