Jennifer Severson signed Wright-Hennepin Cooperative Electric Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wright-Hennepin Cooperative Electric Association's EIN is 41-0621437.
Download the official 2024 Form 5500 (PDF) for Wright-Hennepin Cooperative Electric Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wright-Hennepin Cooperative Electric Association's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Funds 2025 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $2.2M | 9.7% | |
| Am Funds 2035 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $2.1M | 9.1% | |
| Am Funds 2030 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $2.1M | 9.0% | |
| Am Funds 2040 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $2.0M | 8.9% | |
| Fidelity 500 Index FD Mutual Fund N/A | Common Collective Trusts | — | — | $1.6M | 6.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.2M | 5.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.1M | 4.8% | |
| Am Funds 2045 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $1.1M | 4.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.0M | 4.4% | |
| Am Funds 2050 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $1.0M | 4.4% | |
| EuroPacific Growth FD Mutual Fund N/A | Other securities | — | — | $730K | 3.2% | |
| Fixed Income Guaranteed Option Guaranteed Investment Contract N/A | Stable Value | — | — | $721K | 3.1% | |
| Am Funds 2020 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $684K | 3.0% | |
| Dodge & Cox Stock X FD Mutual Fund N/A | Mutual Funds | — | — | $620K | 2.7% | |
| Am Funds 2055 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $582K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $509K | 2.2% | |
| Vanguard Explorer FD Mutual Fund N/A | Mutual Funds | — | — | $492K | 2.1% | |
| Am Funds 2065 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $466K | 2.0% | |
| MFS Mid Cap Growth FD Mutual Fund N/A | Mutual Funds | — | — | $347K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $285K | 1.2% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $279K | 1.2% | |
| American Century Mid Cap Value FD Mutual Fund N/A | Other securities | — | — | $266K | 1.2% | |
| Principal Capital Appreciation FD Mutual Fund N/A | Other securities | — | — | $253K | 1.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $183K | 0.8% | |
| Am Funds 2060 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $166K | 0.7% | |
| Am Funds New World FD Mutual Fund N/A | Other securities | — | — | $160K | 0.7% | |
| Allspring Special Small Cap Valu FD Mutual Fund N/A | Other securities | — | — | $63K | 0.3% | |
| (E) | Other securities | — | $63K | $27K | 0.1% | |
| Am Funds 2010 TRGT Date RTM FD Mutual Fund N/A 37 Am Funds 2015 TRGT Date RTM FD Mutual Fund N/A | Other securities | — | — | $27K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $25K | 0.1% | |
| (E) | Other securities | — | — | $25K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $20K | — |
