Original filing (PDF)20250730094828NAL0001816563001

ANIMAL HUMANE SOCIETY

Name: ANIMAL HUMANE SOCIETY — ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ANIMAL HUMANE SOCIETY

Form 5500

FILING_RECEIVED

ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

250

Accounts w/ balance

211

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANIMAL HUMANE SOCIETY.

Plan sponsor

Name

ANIMAL HUMANE SOCIETY

EIN

41-0693842

Address

9785 HUDSON ROAD · WOODBURY, MN · 55125

Phone

(763) 432-4827

Industry

Other Services (ex. Public Admin)see 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	—	NEW YORK, NY	INVESTMENT ADVISOR	$17K	—

Investments

27 direct securities · 2 pooled funds· $10.0M(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

$9.3M

24 holdings

Common Collective Trust

$505K

2 holdings

Stable Value

$118K

1 holding

U.S. Treasuries

$82K

1 holding

Bonds / Notes

$13K

1 holding

					% of plan
American Funds 2050 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$2.3M	22.6%
American Funds 2040 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$2.0M	19.7%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$1.1M	11.4%
American Funds 2030 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$480K	4.8%
American Funds 2060 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$471K	4.7%
Vanguard Developed Markets Index Admiral Mutual Fund	Other securities	—	—	$430K	4.3%
American Funds 2055 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$426K	4.2%
American Funds 2035 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$400K	4.0%
LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001	Common Collective Trust	—	—	$359K	3.6%
American Funds 2045 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$267K	2.7%
Columbia Mid Cap Index Instl 2 Mutual Fund	Other securities	—	—	$231K	2.3%
Dodge and Cox Income Mutual Fund	Other securities	—	—	$208K	2.1%
Columbia Small Cap Index Instl 2 Mutual Fund	Other securities	—	—	$180K	1.8%
American Funds 2065 Target Date Retirement R6 Mutual Fund ** 455 American Funds EuroPacific Growth R5 Mutual Fund	Other securities	—	—	$156K	1.5%
LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$146K	1.5%
EI Fixed Account - Series Class VI Guaranteed Investment Contract	Stable Value	—	—	$118K	1.2%
Victory Sycamore Established Value R Mutual Fund	Other securities	—	—	$115K	1.1%
MassMutual Select Mid Cap Growth R5 Mutual Fund	Other securities	—	—	$111K	1.1%
Baird Aggregate Bond Inst Mutual Fund	Other securities	—	—	$103K	1.0%
Pimco Int Bond (USD-Hedged) A Mutual Fund	U.S. Treasuries	—	—	$82K	0.8%
Fidelity Advisor Focused Emerging Mrkt I Mutual Fund	Other securities	—	—	$72K	0.7%
Hartford Strategic Income R6 Mutual Fund	Other securities	—	—	$65K	0.6%
Undiscovered Mgrs Behavioral Value R6 Mutual Fund	Other securities	—	—	$60K	0.6%
Fidelity Small Cap Growth K6 Mutual Fund	Other securities	—	—	$50K	0.5%
Calvert US Large Cap Core RSPNB IDX R6 Mutual Fund	Other securities	—	—	$41K	0.4%
American Funds 2020 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$33K	0.3%
American Funds 2025 Target Date Retirement R6 Mutual Fund	Other securities	—	—	$27K	0.3%
Notes receivable from participants Interest rates at 4.25% - 9.50% -0-	Bonds / Notes	—	—	$13K	0.1%
BlackRock 40/60 Target Allocation Instl Mutual Fund	Other securities	—	—	$3K	<0.1%