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Original filing (PDF)20250805113446NAL0005627714001
GOPHER RESOURCE, LLC
Form 5500
FILING_RECEIVED
GOPHER RESOURCE, LLC TAX DEFERRED SAVINGS PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
428
Accounts w/ balance
473
Plan assets (EOY)
$35.5M
Net assets (EOY)
$35.5M
How this plan invests
This plan
20 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOPHER RESOURCE, LLC.
Plan sponsor
Name
GOPHER RESOURCE, LLC
EIN
41-0662630
Address
685 YANKEE DOODLE ROAD · EAGAN, MN · 55121
Phone
(651) 905-4554
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Investments
9 direct securities · 20 pooled funds· $50.3M(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.
Common Collective Trust
$32.5M
20 holdings
Uncategorized
$17.8M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust NT S&P 500 Index Non-Lending Fund | — | — | — | $7.3M | 20.4% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $7.3M | 20.4% | |
| Northern Trust NT S&P 400 Index Non-Lending Fund | — | — | — | $3.5M | 9.8% | |
| NT COLL S&P 400 IDX FD DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $3.5M | 9.8% | |
| T ROWE PRICE RT 2045 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.9M | 8.1% | |
| T ROWE PRICE RT 2050 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.7M | 7.5% | |
| Northern Trust NT ACWI ex US Investable Market Index Non-Lending Fund | — | — | — | $2.2M | 6.1% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $2.2M | 6.1% | |
| T ROWE PRICE RT 2035 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.1M | 5.9% | |
| T ROWE PRICE RT 2030 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.7% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $1.9M | 5.4% | |
| T ROWE PRICE RT 2055 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.2% | |
| T ROWE PRICE RT 2040 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| Northern Trust NT Russell 2000 Index Non-Lending Fund | — | — | — | $1.5M | 4.2% | |
| NT COL RSLL 2000 IX FD DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $1.5M | 4.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| Participant Loans * Participants 5.25% - 10.50% Interest - | — | — | — | $989K | 2.8% | |
| T ROWE PRICE RT 2060 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $867K | 2.4% | |
| T ROWE PRICE RT 2025 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $736K | 2.1% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $728K | 2.0% | |
| T ROWE PRICE RT 2020 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $487K | 1.4% | |
| Northern Trust NT Aggregate Bond Index Fund - Non-Lending Fund | — | — | — | $467K | 1.3% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $467K | 1.3% | |
| T ROWE PRICE RT 2065 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $157K | 0.4% | |
| T ROWE PRICE RT 2005 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% | |
| T ROWE PRICE RT 2010 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| Vanguard Federal Money Market Inv Fund | — | — | — | $11K | <0.1% | |
| (E) | — | — | — | $11K | <0.1% | |
| T ROWE PRICE RT 2015 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $901 | <0.1% |