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Original filing (PDF)20250923104630NAL0005599105001
CONNEXUS ENERGY
Form 5500
FILING_RECEIVED
CONNEXUS ENERGY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
229
Accounts w/ balance
286
Plan assets (EOY)
$94.2M
Net assets (EOY)
$94.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNEXUS ENERGY.
Plan sponsor
Name
CONNEXUS ENERGY
EIN
41-0128105
Address
14601 RAMSEY BOULEVARD · RAMSEY, MN · 55303
Phone
(763) 323-2600
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
30 direct securities · 1 pooled fund· $103.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$94.2M
30 holdings
Common Collective Trust
$9.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company Institutional Index Fund | — | — | — | $21.5M | 22.8% | |
| Vanguard Fiduciary Trust Company Treasury Money Market Fund | — | — | — | $9.6M | 10.2% | |
| Vanguard Fiduciary Trust Company Retirement Savings Trust III | — | — | — | $9.0M | 9.6% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $9.0M | 9.6% | |
| Vanguard Fiduciary Trust Company U.S. Growth Fund Admiral Shares | — | — | — | $8.3M | 8.8% | |
| Vanguard Fiduciary Trust Company Target Retirement 2035 Fund | — | — | — | $6.3M | 6.6% | |
| Vanguard Fiduciary Trust Company Total Bond Market Fund Admiral Shares | — | — | — | $4.1M | 4.4% | |
| Vanguard Fiduciary Trust Company Windsor II Fund Admiral Shares | — | — | — | $3.2M | 3.4% | |
| Vanguard Fiduciary Trust Company Target Retirement 2050 Fund | — | — | — | $3.1M | 3.3% | |
| Vanguard Fiduciary Trust Company Explorer Fund Admiral Shares | — | — | — | $2.7M | 2.9% | |
| Vanguard Fiduciary Trust Company Target Retirement 2055 Fund | — | — | — | $2.6M | 2.7% | |
| Vanguard Fiduciary Trust Company Total International Stock Index Fund Admiral Shr | — | — | — | $2.4M | 2.6% | |
| Vanguard Fiduciary Trust Company Target Retirement 2045 Fund | — | — | — | $2.4M | 2.6% | |
| Vanguard Fiduciary Trust Company Small-Cap Value Index Fund Admiral | — | — | — | $2.4M | 2.5% | |
| Vanguard Fiduciary Trust Company Mid-Cap Index Fund Admiral Shares | — | — | — | $2.3M | 2.4% | |
| Vanguard Fiduciary Trust Company Target Retirement 2030 Fund | — | — | — | $2.2M | 2.3% | |
| Vanguard Fiduciary Trust Company Target Retirement 2040 Fund | — | — | — | $1.6M | 1.7% | |
| Vanguard Fiduciary Trust Company International Growth Fund Admiral Shares | — | — | — | $1.3M | 1.4% | |
| Vanguard Fiduciary Trust Company Target Retirement 2060 Fund | — | — | — | $1.2M | 1.3% | |
| Vanguard Fiduciary Trust Company International Value Fund | — | — | — | $1.2M | 1.3% | |
| Vanguard Fiduciary Trust Company Small-Cap Growth Index Fund Admiral | — | — | — | $1.0M | 1.1% | |
| Vanguard Fiduciary Trust Company Strategic Equity Fund | — | — | — | $974K | 1.0% | |
| Vanguard Fiduciary Trust Company Target Retirement 2020 Fund | — | — | — | $969K | 1.0% | |
| MFS Mid-Cap Growth Fund | — | — | — | $855K | 0.9% | |
| Participants Participant Loans Interest Rates Range from 4.25% to 9.50% - | — | — | — | $746K | 0.8% | |
| Vanguard Fiduciary Trust Company Target Retirement Income Fund | — | — | — | $673K | 0.7% | |
| Vanguard Fiduciary Trust Company Small-Cap Index Fund Admiral Shares | — | — | — | $663K | 0.7% | |
| Vanguard Fiduciary Trust Company Target Retirement 2065 Fund | — | — | — | $528K | 0.6% | |
| Vanguard Fiduciary Trust Company Target Retirement 2025 Fund | — | — | — | $479K | 0.5% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $9K | <0.1% | |
| Vanguard Fiduciary Trust Company Target Retirement 2070 Fund | — | — | — | $4K | <0.1% |
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