How big is Southern MN Initiative Foundation's plan?

Southern MN Initiative Foundation's plan reported $3.5M in assets and 21 participants for 2024.

Original filing (PDF)20250506122721NAL0005956579001

Southern MN Initiative Foundation

Name: Southern MN Initiative Foundation — Southern MN, Form 5500 (2024)
Creator: Southern MN Initiative Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern MN Initiative Foundation 401(k) Plan

401(k) retirement plan · Southern MN Initiative Foundation's Southern MN Initiative Foundation 401(k) Plan held $3.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Brian Conzemius signed Southern MN Initiative Foundation's 2024 Form 5500 as plan administrator.

Brian Conzemius — Plan Administrator — Form 5500 signer
Timothy Penny — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern MN Initiative Foundation's EIN is 36-3454285.

EIN 36-3454285

Plan number 001

Plan year 2024

ACK ID 20250506122721NAL0005956579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern MN Initiative Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern MN Initiative Foundation's plan includes profit-sharing, 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 SOUTHERN MN INITIATIVE FOUNDATION.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score