Butte-Silver Bow Primary Healt 401(k) match, vesting and fees
What Butte-Silver Bow Primary Healt's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Eide Bailly, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Butte-Silver Bow Primary Healt: employer contribution per participant | $1,594 | |
| Peer median | $1,468 |
| Butte-Silver Bow Primary Healt: average balance | $58,084 | |
| Peer median | $37,786 |
| Butte-Silver Bow Primary Healt: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.7M at the end of plan year 2021 to $11.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 253 | $11.1M | $304K | $1,594 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 272 | $9.3M | $260K | $1,273 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 266 | $8M | $231K | $1,154 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 195 | $9.7M | $233K | $1,204 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Butte-Silver Bow Primary Healt match 401(k) contributions?
The match terms for the Safe-Harbor 403(b) Thrift Plan for Employees of Butte-Silver Bow Primary Health Care Clinic, Inc. have not been published from its filing yet. The plan year 2024 filing reports $304K in employer contributions, about $1,594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Butte-Silver Bow Primary Healt 401(k) match vested?
The vesting schedule for the Safe-Harbor 403(b) Thrift Plan for Employees of Butte-Silver Bow Primary Health Care Clinic, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Butte-Silver Bow Primary Healt 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Butte-Silver Bow Primary Healt.
I left Butte-Silver Bow Primary Healt. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Butte-Silver Bow Primary Healt, (406) 723-4075) or the recordkeeper, Mutual of America Investment Corp. The Butte-Silver Bow Primary Healt old 401(k) page lists the contacts from every plan filing. Find an old Butte-Silver Bow Primary Healt 401(k)
Data from the public Form 5500 annual reports Butte-Silver Bow Primary Healt filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Butte-Silver Bow Primary Healt. Not financial advice. Report a correction · Methodology