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Original filing (PDF)20251015104521NAL0006002576001
PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC.
Form 5500
FILING_RECEIVED
PRAIRIE FIVE COMMUNITY ACTION COUNCIL 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
176
Accounts w/ balance
113
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC..
Plan sponsor
Name
PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC.
EIN
41-0904802
Address
719 N 7TH ST STE 302 · PO BOX 159 · MONTEVIDEO, MN · 56265
Phone
(320) 269-6578
Industry
Public Administrationsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DANA F. COLE & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $380 | — |
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $0 | — |
Investments
59 direct securities · 2 pooled funds· $6.4M(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
$3.5M
59 holdings
Pooled Separate Account
$3.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.6M | 76.5% | |
| FUNDS HELD IN INSURANCE CO. GENERAL ACCOUNT * American United Life Ins Co AUL Stable Value | — | — | — | $446K | 12.9% | |
| SEPARATE ACCOUNT NUMBER AS2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $346K | 10.0% | |
| Fidelity Contrafund K6 | — | — | — | $323K | 9.4% | |
| Nuveen Lifecycle Idx 2030 R6 | — | — | — | $291K | 8.4% | |
| Nuveen Lifecycle Idx 2035 R6 | — | — | — | $231K | 6.7% | |
| Nuveen Lifecycle Idx 2025 R6 | — | — | — | $220K | 6.4% | |
| Vanguard Total Stk Mkt Idx Adm | — | — | — | $189K | 5.5% | |
| Nuveen Lifecycle Idx 2045 R6 | — | — | — | $150K | 4.3% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $108K | 3.1% | |
| Vanguard Growth And Inc Adm | — | — | — | $103K | 3.0% | |
| NEW YORK LIFE NYLI WINSLOW LC GR R6 MUTUAL FUND SHARES 0 | — | — | — | $93K | 2.7% | |
| Prudential Jenn Midcap Grth R6 | — | — | — | $81K | 2.3% | |
| Vanguard Explorer Adm | — | — | — | $73K | 2.1% | |
| Nuveen Lifecycle Idx 2055 R6 | — | — | — | $73K | 2.1% | |
| Nuveen Lifecycle Idx 2060 R6 | — | — | — | $60K | 1.7% | |
| Vanguard Equity-Income Adm | — | — | — | $55K | 1.6% | |
| Nuveen Lifecycle Idx 2050 R6 | — | — | — | $51K | 1.5% | |
| Vanguard Intl Gr Adm | — | — | — | $47K | 1.4% | |
| Dfa Large Cap International I | — | — | — | $46K | 1.3% | |
| Mutual Of America Small Cap Growth Fund ** 28 * Mutual Of America Clear Passage 2060 Fund | — | — | — | $45K | 1.3% | |
| Mutual Of America Clear Passage 2055 Fund | — | — | — | $44K | 1.3% | |
| Pimco Real Return Instl | — | — | — | $44K | 1.3% | |
| Mutual Of America Clear Passage 2050 Fund | — | — | — | $44K | 1.3% | |
| Vanguard Wellesley Income Adm | — | — | — | $43K | 1.2% | |
| Nuveen Lifecycle Idx 2040 R6 | — | — | — | $38K | 1.1% | |
| Mutual Of America Fidelity Vip Asset Manager Portfolio | — | — | — | $38K | 1.1% | |
| First Eagle Overseas R6 | — | — | — | $36K | 1.0% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS (Continued) Vanguard Strategic Equity Inv | — | — | — | $35K | 1.0% | |
| American Funds New World R6 | — | — | — | $33K | 0.9% | |
| Delaware Sm Cap Val R6 | — | — | — | $32K | 0.9% | |
| Vanguard Reit Index Adm | — | — | — | $32K | 0.9% | |
| Mutual Of America Equity Index Fund | — | — | — | $31K | 0.9% | |
| American Funds Income Fund Of Amer R6 | — | — | — | $29K | 0.8% | |
| Mfs Mid Cap Value R6 | — | — | — | $27K | 0.8% | |
| Prudential Total Return Bond R6 Mutual Fund Shares | — | — | — | $24K | 0.7% | |
| Vanguard Growth Index Adm | — | — | — | $22K | 0.6% | |
| Mutual of America Interest Accumulation | — | — | — | $21K | 0.6% | |
| Vanguard Total Bnd Mkt Idx Adm | — | — | — | $18K | 0.5% | |
| Mutual Of America Fidelity Vip Equity-Income Portfolio | — | — | — | $17K | 0.5% | |
| Mutual Of America Vanguard Vif Diversified Value Portfolio | — | — | — | $16K | 0.5% | |
| Mutual Of America American Century Investments Vp Capital Appreciation Fund | — | — | — | $15K | 0.4% | |
| Mutual Of America Balanced Fund | — | — | — | $15K | 0.4% | |
| Mutual Of America Clear Passage 2035 Fund | — | — | — | $13K | 0.4% | |
| Mutual Of America Mid Cap Equity Index Fund | — | — | — | $13K | 0.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $11K | 0.3% | |
| Mutual Of America International Fund | — | — | — | $9K | 0.3% | |
| Nuveen Lifecycle Idx 2065 R6 | — | — | — | $9K | 0.3% | |
| Vanguard Mid Cap Index Adm | — | — | — | $8K | 0.2% | |
| Mutual Of America Calvert Vp Sri Balanced Portfolio | — | — | — | $7K | 0.2% | |
| Mutual Of America Fidelity Vip Mid Cap Portfolio | — | — | — | $6K | 0.2% | |
| Mutual Of America Fidelity Vip Contrafund Portfolio | — | — | — | $5K | 0.2% | |
| Mutual Of America Core Bond Fund | — | — | — | $5K | 0.1% | |
| Mutual Of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $5K | 0.1% | |
| Mutual Of America Small Cap Value Fund | — | — | — | $4K | 0.1% | |
| Mutual Of America Clear Passage 2065 Fund | — | — | — | $4K | 0.1% | |
| Mutual Of America American Funds Insurance Series New World Fund | — | — | — | $3K | <0.1% | |
| Nuveen Lifecycle Idx 2015 R6 ** 225 Nuveen Lifecycle Idx 2020 R6 | — | — | — | $3K | <0.1% | |
| Mutual Of America Vanguard Vif International Portfolio | — | — | — | $3K | <0.1% | |
| Mutual Of America Clear Passage 2045 Fund | — | — | — | $2K | <0.1% | |
| Mutual Of America Clear Passage 2025 Fund | — | — | — | $1K | <0.1% |
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