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Original filing (PDF)20250923155658NAL0002649155001
MINNESOTA VALLEY TESTING LABORATORIES, INC.
Form 5500
FILING_RECEIVED
MINNESOTA VALLEY TESTING LABORATORIES, INC. 401(K) EMPLOYEE SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
235
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
1 pooled trust
Schedule D
18 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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINNESOTA VALLEY TESTING LABORATORIES, INC..
Plan sponsor
Name
MINNESOTA VALLEY TESTING LABORATORIES, INC.
EIN
41-0812450
Address
P.O. BOX 249 · NEW ULM, MN · 560730249
Phone
(507) 354-8517
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A | 45-6062081 | — | NONE | $27K | — |
| INTELLICENTS INC. | 41-1471080 | — | NONE | $15K | — |
Investments
17 direct securities · 1 pooled fund· $25.7M(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.
Uncategorized
$22.5M
17 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Spartan 500 Index Fund Mutual fund N/A | — | — | — | $3.3M | 12.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.1M | 12.2% | |
| T. Rowe Price Growth Stock Mutual fund N/A | — | — | — | $2.6M | 10.0% | |
| Fidelity US Bond Index Mutual fund N/A | — | — | — | $2.0M | 8.0% | |
| American Funds Amcap A Mutual fund N/A | — | — | — | $2.0M | 7.9% | |
| American Funds Capital World Growth & Income A Mutual fund N/A | — | — | — | $2.0M | 7.7% | |
| JP Morgan Mid Cap Growth R6 Mutual fund N/A | — | — | — | $1.8M | 6.9% | |
| Vanguard Total Intnl Stock Indx Admiral Mutual fund N/A | — | — | — | $1.4M | 5.5% | |
| DFA US Small Cap Value Portfolio Mutual fund N/A | — | — | — | $1.3M | 5.1% | |
| Similar Party Par, or Maturity Value Cost Value American Century Equity Income Inv Mutual fund N/A | — | — | — | $1.3M | 5.0% | |
| American Funds Balanced A Mutual fund N/A | — | — | — | $1.1M | 4.3% | |
| DFA US Large Cap Value Port Mutual fund N/A | — | — | — | $910K | 3.5% | |
| Meridian Value Mutual fund N/A | — | — | — | $829K | 3.2% | |
| Columbia Mid Cap Index R5 Mutual fund N/A | — | — | — | $537K | 2.1% | |
| Columbia Small Cap Index R5 Mutual fund N/A | — | — | — | $441K | 1.7% | |
| T. Rowe Price Inflation Protected Bond Mutual fund N/A | — | — | — | $419K | 1.6% | |
| Vanduard Intl Bond Indx Admiral Mutual fund N/A | — | — | — | $394K | 1.5% | |
| Notes Receivable from Participants Maturing 2025-2034, interest rates at 3.25%-8.50% - | — | — | — | $262K | 1.0% |
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