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Original filing (PDF)20250908111829NAL0019265329001
POHLAD COMPANIES, LLC
Form 5500
FILING_RECEIVED
POHLAD COMPANIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,358
Accounts w/ balance
2,013
Plan assets (EOY)
$371.4M
Net assets (EOY)
$371.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
18 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
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POHLAD COMPANIES, LLC.
Plan sponsor
Name
POHLAD COMPANIES, LLC
EIN
37-1452807
Address
250 NICOLLET MALL · SUITE 600 · MINNEAPOLIS, MN · 55401
Phone
(612) 661-3924
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $136K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $42K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | OTHER | $20K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | MEDINA, OH | OTHER | $2K | — |
Investments
1 direct security · 18 pooled funds· $216.5M(58% 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
$167.6M
15 holdings
Pooled Separate Account
$32.6M
3 holdings
Uncategorized
$16.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND C GALLIARD · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $37.2M | $32.6M | 8.8% | |
| VANGUARD TARGET RETIRE 2050 TRUST VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $17.9M | $19.1M | 5.1% | |
| [DFE: COLUMBIA DIVIDEND VALUE (SA4AT) (extraction pending)] | — | — | — | $16.2M | 4.4% | |
| COLMBIA DIVIDEND VAL PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $16.2M | 4.4% | |
| VANGUARD TARGET RETIRE 2035 TRUST VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $14.6M | 3.9% | |
| VANGUARD TARGET RETIRE 2025 TRUST VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $15.8M | $14.0M | 3.8% | |
| VANGUARD TARGET RETIRE 2045 TRUST VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.8M | 3.7% | |
| VANGUARD TARGET RETIRE 2040 TRUST VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.0M | 3.5% | |
| JANUS HENDERSON TRITON COLL FUND CL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 38-7312989 / PN 001 | Common Collective Trust | — | — | $10.5M | 2.8% | |
| VANGUARD TARGET RETIRE 2030 TRUST VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $10.2M | 2.7% | |
| VANGUARD TARGET RETIRE 2060 TRUST VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.6% | |
| CAPITAL GROUP EURO PACIFIC GROWTH T CAPITAL BANK AND TRUST COMPANY · EIN 06-1050034 / PN 661 | Pooled Separate Account | — | — | $9.8M | 2.6% | |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET · EIN 90-2250946 / PN 001 | Common Collective Trust | — | — | $9.2M | 2.5% | |
| VANGUARD TARGET RETIRE 2055 TRUST VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.1% | |
| AMCENT MID CAP VALUE PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $6.7M | 1.8% | |
| VANGUARD TARGET RETIRE INCM TRUST VANGUARD · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.2% | |
| VANGUARD TARGET RETIRE 2020 TRUST VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.9% | |
| VANGUARD TARGET RETIRE 2065 TRUST VANGUARD · EIN 82-6164314 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| GOLDMAN SACHS COLLECTIVE TRUST EMER GOLDMAN SACHS TRUST COMPANY N.A. · EIN 13-4166989 / PN 033 | Common Collective Trust | — | — | $2.6M | 0.7% |