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Original filing (PDF)20250814152439NAL0005480227001
EBENEZER SOCIETY
Form 5500
FILING_RECEIVED
EBENEZER SOCIETY 403B THRIFT PLAN
401(k) retirement plan
Active participants
1,626
Accounts w/ balance
363
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EBENEZER SOCIETY.
Plan sponsor
Name
EBENEZER SOCIETY
EIN
41-0706141
Address
7505 METRO BLVD. · SUITE 100 · EDINA, MN · 55439
Phone
(612) 672-5050
Industry
Health Care & Social Assistancesee 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
2025-08-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
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
25 direct securities· $17.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Plus | — | — | — | $2.7M | 15.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $1.7M | 9.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.5M | 8.6% | |
| Fidelity Government Money Market | — | — | — | $1.3M | 7.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.3M | 7.1% | |
| John Hancock John Hancock Disciplined Value R6 | — | — | — | $1.1M | 6.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.1M | 6.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.0M | 5.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.0M | 5.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $947K | 5.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $849K | 4.8% | |
| Artisan Small Cap | — | — | — | $436K | 2.5% | |
| Fidelity U.S. Bond Index | — | — | — | $416K | 2.4% | |
| Baird Aggregate Bond Institutional | — | — | — | $339K | 1.9% | |
| Fidelity Balanced K | — | — | — | $333K | 1.9% | |
| Westwood Quality Small Cap | — | — | — | $293K | 1.7% | |
| Vanguard Target Retirement Income | — | — | — | $282K | 1.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $268K | 1.5% | |
| Fidelity Total International Index | — | — | — | $219K | 1.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $204K | 1.2% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $203K | 1.1% | |
| Dodge & Cox Dodge & Cox International Stock X | — | — | — | $111K | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $28K | 0.2% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $2K | <0.1% |
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