Original filing (PDF)20251001172633NAL0012886465001

GERTEN GREENHOUSES & GARDEN CENTER, INC.

Name: GERTEN GREENHOUSES & GARDEN CENTER, INC. — GERTENS FAMILY OF BUSINESSES RETIREMENT PLAN, Form 5500 (2024)
Creator: GERTEN GREENHOUSES & GARDEN CENTER, INC.

Form 5500

FILING_RECEIVED

GERTENS FAMILY OF BUSINESSES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

11% employer stock

Active participants

284

Accounts w/ balance

386

Plan assets (EOY)

$46.8M

Net assets (EOY)

$46.8M

How this plan invests

This plan

1 pooled trust

Schedule D

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERTEN GREENHOUSES & GARDEN CENTER, INC..

Plan sponsor

Name

GERTEN GREENHOUSES & GARDEN CENTER, INC.

EIN

41-1387373

Address

5715 BLAINE AVE · INVER GROVE HEIGHTS, MN · 55076

Phone

(651) 239-1312

Industry

Retail Tradesee 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$48K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	22-3570392	—	NONE	$45K	—

Investments

23 direct securities · 1 pooled fund· $91.5M(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.

Pooled Separate Account

$44.6M

1 holding

Other securities

$41.8M

21 holdings

Common Stock

$5.1M

2 holdings

					% of plan
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$44.6M	95.3%
Disciplined Gro Mid Cap Gro Pooled Separate Account	Other securities	—	—	$6.5M	13.9%
JPMorgan Large Cap Growth Pooled Separate Account	Other securities	—	—	$5.7M	12.3%
Securian AM S&P 500 Index Pooled Separate Account	Other securities	—	—	$5.1M	10.9%
Schwab Fndmntl US Lg Co Idx Pooled Separate Account	Common Stock	—	—	$5.0M	10.7%
T.Rowe Price Large Cap Value Pooled Separate Account	Other securities	—	—	$4.0M	8.6%
Pioneer Bond Y Pooled Separate Account	Other securities	—	—	$3.2M	6.8%
MFS New Discovery Value R3 Pooled Separate Account	Other securities	—	—	$2.7M	5.8%
Dodge & Cox Intl Stock I Pooled Separate Account	Other securities	—	—	$2.3M	5.0%
American Funds EuroPac Grow R6 Pooled Separate Account	Other securities	—	—	$2.2M	4.7%
Baron Growth Equity Pooled Separate Account	Other securities	—	—	$2.0M	4.4%
ML Guaranteed Return Account General Account	Other securities	—	—	$2.0M	4.4%
Vanguard LifeStrategy Growth Pooled Separate Account	Other securities	—	—	$1.3M	2.7%
Nuveen Intl Eq Idx R6 Pooled Separate Account	Other securities	—	—	$1.2M	2.6%
Vanguard Extended Mkt Idx Adm Pooled Separate Account	Other securities	—	—	$1.2M	2.5%
Fidelity Emerging Markets Idx Pooled Separate Account	Other securities	—	—	$620K	1.3%
Columbia Contrarian Core Pooled Separate Account	Other securities	—	—	$575K	1.2%
Vanguard LifeStrategy Mod Gro Pooled Separate Account	Other securities	—	—	$402K	0.9%
Cohen & Steers RE Securities A Pooled Separate Account	Other securities	—	—	$347K	0.7%
Notes receivable from participants Maturities through May 2052 -	Other securities	—	—	$181K	0.4%
Vanguard Wellesley Inc Adm Pooled Separate Account	Common Stock	—	—	$85K	0.2%
Vanguard Interm Bond Idx Adm Pooled Separate Account	Other securities	—	—	$48K	0.1%
Vanguard LifeStrategy Cons Gro Pooled Separate Account	Other securities	—	—	$41K	<0.1%
AB Glbl Bond adv Pooled Separate Account	Other securities	—	—	$16K	<0.1%