Back to filter
Original filing (PDF)20241209152250NAL0019148882001
HUBBARD COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER, INC.
Form 5500-SF
FILING_RECEIVED
HUBBARD COUNTY DAC 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
42
Accounts w/ balance
19
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUBBARD COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER, INC..
Plan sponsor
Name
HUBBARD COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER, INC.
EIN
41-1112749
Address
113 MAIN AVENUE SOUTH · PARK RAPIDS, MN · 56470
Phone
(218) 237-8518
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-12-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
CRYSTAL DOWNS COUNTRY CLUB
CRYSTAL DOWNS COUNTRY CLUB 401(K) PLAN
$1.3M · 19 participants
LAKE OF THE PINES ASSOCIATION
LAKE OF THE PINES ASSOCIATION 401K PLAN
$1.3M · 47 participants
WESTERN HILLS COUNTRY CLUB
WESTERN HILLS COUNTRY CLUB 401(K) PLAN
$1.3M · 47 participants
HURRICANE CREEK COUNTRY CLUB
HURRICANE CREEK COUNTRY CLUB 401(K) PLAN
$1.3M · 13 participants
HUISH FAMILY FUN CENTERS, INC.
HUISH FAMILY FUN CENTERS, INC. PROFIT SHARING PLAN
$1.3M · 1 participants
ROANOKE COUNTRY CLUB, INC.
ROANOKE COUNTRY CLUB INC
$1.3M · 22 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B