Original filing (PDF)20241011135951NAL0012566611001

Southview Design, Inc. DBA Southview Design

Name: Southview Design, Inc. DBA Southview Design — Form 5500 Plan 001 (2023)
Creator: Southview Design, Inc. DBA Southview Design
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southview Design, Inc. 401(k) Profit Sharing Plan - Final

401(k) retirement plan · Southview Design, Inc. DBA Southview Design's Southview Design, Inc. 401(k) Profit Sharing Plan - Final filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Southview Design, Inc. DBA Southview Design's EIN is 26-4114866.

EIN 26-4114866

Plan number 001

Plan year 2023

ACK ID 20241011135951NAL0012566611001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Southview Design, Inc. DBA Southview Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Southview Design, Inc. DBA Southview Design's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SOUTHVIEW DESIGN, INC. DBA SOUTHVIEW DESIGN.

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How this plan invests

This plan

1 pooled trust

Schedule D

21 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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SOUTHVIEW DESIGN, INC. DBA SOUTHVIEW DESIGN

EIN

all filings

Address

2383 PILOT KNOB RD · ST. PAUL, MN · 55120

Phone

(651) 203-3000

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-16

Filed

2024-10-11

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MINNESOTA LIFE INSURANCE COMPANY	41-0417830	—	NONE	$8K	—
KESTRA ADVISORY SERVICES, LLC	—	AUSTIN, TX	NONE	$1K	—

Investments

21 direct securities · 1 pooled fund· $4.0M

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.

Pooled Separate Accounts

$3.9M

20 holdings

Bonds / Notes

$27K

1 holding

Pooled Separate Account

1 holding

					% of plan
MFS Growth R3 Pooled Separate Account	Pooled Separate Accounts	—	—	$797K	20.1%
Putnam Equity Income R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$665K	16.7%
Fidelity Total Intl Index Pooled Separate Account	Pooled Separate Accounts	—	—	$402K	10.1%
PIMCO Total Return Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$265K	6.7%
MFS Lifetime 2045 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$215K	5.4%
Fidelity Small Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$213K	5.4%
MFS Lifetime 2050 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$185K	4.6%
MFS Lifetime 2055 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$167K	4.2%
JP Morgan Small Cap Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$167K	4.2%
Fidelity 500 Index Pooled Separate Account	Pooled Separate Accounts	—	—	$139K	3.5%
MFS Lifetime 2040 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$133K	3.3%
MFS Lifetime 2060 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$129K	3.3%
MFS Lifetime 2030 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$118K	3.0%
Fidelity Mid Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$93K	2.3%
MFS Lifetime 2035 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$90K	2.3%
MFS Lifetime Retirement Income R3 Pooled Separate Account	Pooled Separate Accounts	—	—	$64K	1.6%
American Funds EuroPacific Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$54K	1.4%
Participant Loans Interest rates - 5.25% to 9.50%	Bonds / Notes	—	—	$27K	0.7%
Invesco Real Estate R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.6%
MFS Lifetime 2025 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	0.5%
Delaware Small Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	0.2%
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$0	<0.1%