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Original filing (PDF)20251013085809NAL0002138690001
ECUMEN
Form 5500
FILING_RECEIVED
ECUMEN 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,152
Accounts w/ balance
1,341
Plan assets (EOY)
$69.1M
Net assets (EOY)
$69.1M
How this plan invests
This plan
15 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)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECUMEN.
Plan sponsor
Name
ECUMEN
EIN
41-0711588
Address
3530 LEXINGTON AVE N · SHOREVIEW, MN · 55126
Phone
(651) 766-4300
Industry
Health Care & Social Assistancesee 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
2025-10-13
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)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $152K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
9 direct securities · 15 pooled funds· $65.9M(95% 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
$47.5M
14 holdings
Uncategorized
$18.4M
9 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.0M | 13.0% | |
| Fidelity® 500 Index Institutional Prem Fidelity® 500 Index Institutional Pre | — | — | — | $6.9M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.9M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.3M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.9M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.7M | 5.3% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.2% | |
| JPMorgan Large Cap Growth R6 JPMorgan Large Cap Growth R6 | — | — | — | $3.4M | 5.0% | |
| Fidelity® Extended Market Index InstlPrm Fidelity® Extended Market Index Instl | — | — | — | $3.0M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.8% | |
| Dodge & Cox Stock Fund X Dodge & Cox Stock Fund X | — | — | — | $1.8M | 2.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| Value of Interest in Registered Investment Companies DFA US Small Cap Value I DFA US Small Cap Value I | — | — | — | $902K | 1.3% | |
| Dodge & Cox Income Fund X Dodge & Cox Income Fund X | — | — | — | $766K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $717K | 1.0% | |
| Fidelity® Total Intl Index Instl Premium Fidelity® Total Intl Index Instl Prem | — | — | — | $670K | 1.0% | |
| William Blair Small‐Mid Cap Gr I William Blair Small‐Mid Cap Gr I | — | — | — | $663K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $586K | 0.8% | |
| Fidelity® US Bond Index Instl Prem Fidelity® US Bond Index Instl Prem | — | — | — | $362K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $155K | 0.2% | |
| PRINCIPAL DIVERSIFIED REAL ASSET PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% |
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