Original filing (PDF)20250825090104NAL0007425873001

UNITED PRAIRIE BANK

Name: UNITED PRAIRIE BANK — UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNITED PRAIRIE BANK

Form 5500

FILING_RECEIVED

UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

124

Accounts w/ balance

163

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

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

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED PRAIRIE BANK.

Plan sponsor

Name

UNITED PRAIRIE BANK

EIN

41-0250740

Address

10 FIRESTONE DR SUITE 300 · MANKATO, MN · 56001

Phone

(507) 386-4845

Industry

Commercial Banking· Finance & Insurancesee 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

2025-08-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	—	NEW YORK, NY	INVESTMENT ADVISOR	$30K	—

Investments

30 direct securities · 1 pooled fund· $15.3M(100% 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.

Other securities

$14.5M

30 holdings

Common Collective Trust

$828K

1 holding

					% of plan
FIDELITY CONTRAFUND Mutual Fund	Other securities	—	—	$1.5M	9.8%
KEY GUARANTEED PORTFOLIO FUND Investment Contract	Other securities	—	—	$1.3M	8.4%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$1.1M	7.3%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$1.1M	7.2%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$1.1M	7.2%
EATON VANCE ATLANTA CAPITAL SMID-CAP A Mutual Fund	Other securities	—	—	$944K	6.2%
LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$828K	5.4%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$782K	5.1%
BLACKROCK GLOBAL ALLOCATION INSTL Mutual Fund	Other securities	—	—	$688K	4.5%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$657K	4.3%
FIDELITY SMALL CAP GROWTH K6 Mutual Fund	Other securities	—	—	$590K	3.8%
FIDELITY 500 INDEX Mutual Fund	Other securities	—	—	$480K	3.1%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$449K	2.9%
PIONEER STRATEGIC INCOME Y Mutual Fund	Other securities	—	—	$442K	2.9%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund	Other securities	—	—	$442K	2.9%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$380K	2.5%
MFS MID CAP VALUE R3 Mutual Fund	Other securities	—	—	$367K	2.4%
PRINCIPAL MIDCAP INST Mutual Fund	Other securities	—	—	$354K	2.3%
DFA US TARGETED VALUE I Mutual Fund	Other securities	—	—	$318K	2.1%
AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund	Other securities	—	—	$318K	2.1%
FIDELITY MID CAP INDEX Mutual Fund	Other securities	—	—	$302K	2.0%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$282K	1.8%
FIDELITY SMALL CAP INDEX Mutual Fund	Other securities	—	—	$262K	1.7%
AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$80K	0.5%
FIDELITY CAPITAL & INCOME Mutual Fund	Other securities	—	—	$59K	0.4%
FIDELITY TOTAL INTERNATIONAL INDEX Mutual Fund	Other securities	—	—	$54K	0.4%
FIDELITY ADVISOR TOTAL BOND I Mutual Fund	Other securities	—	—	$45K	0.3%
AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$43K	0.3%
AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$33K	0.2%
AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$18K	0.1%
AMERICAN FUNDS 2070 TRGT DATE RETIRE R6 Mutual Fund	Other securities	—	—	$2K	<0.1%