Plan Ledger DOL Form 5500 · updated monthly

Butte-Silver Bow Primary Health Care Clinic, Inc.DC plan

403(B) THRIFT PLAN OF BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC. · BUTTE, MT · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Butte-Silver Bow Primary Health Care Clinic, Inc. reported $1,090 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,545 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (123rd of 229), and the 5,403rd of 11,911 in health care & social assistance. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 173 to 197 since 2022.

Plan summary
Net assets, end of year$11,093,980
Participants with balances191
Active participants197
Employer contributions$304,436
Employee contributions$650,112
Employer contribution per active participant$1,545
Average account balance$58,084
Benefits paid to participants$979,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 191 accts · $304K emplr
2023$9.3M · 204 accts · $260K emplr
2022$8.0M · 200 accts · $231K emplr
Employer contributions to the Butte-Silver Bow Primary Health Care Clinic, Inc. plan · 2024
Employer contribution per active participant$1,545
Median for plans this size$2,416
2024$1,545 per active participant
2023$1,388 per active participant
2022$1,334 per active participant

Butte-Silver Bow Primary Health Care Clinic, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,476

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,090 · 0.01%
2023$507 · 0.01%
2022$377 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Charlie Health, Inc. MT$14.6M · 0.71%
Plains Hospital, Inc. MT$13.9M · 0.03%
Partners in Home Care, Inc. MT$11.8M · 0.74%
A.W.A.R.E. Inc. MT$8.6M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810432169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.