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Original filing (PDF)20251014093144NAL0005283602001
CATHOLIC ELDERCARE, INC.
Form 5500
FILING_RECEIVED
CATHOLIC ELDERCARE 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
425
Accounts w/ balance
193
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHOLIC ELDERCARE, INC..
Plan sponsor
Name
CATHOLIC ELDERCARE, INC.
EIN
41-1399954
Address
817 MAIN STREET N.E. · MINNEAPOLIS, MN · 55413
Phone
(612) 379-1370
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHECHTER DOKKEN KANTER CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $54K | — |
Investments
25 direct securities· $9.2M(99% of reported assets)
Uncategorized
$8.5M
24 holdings
Mutual Funds
$693K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 Index Admiral | — | — | — | $1.2M | 12.3% | |
| Alger Capital Apprec Instl Y Large Cap Growth | — | — | — | $1.0M | 10.9% | |
| T Rowe Price Retirement 2030 | — | — | — | $765K | 8.2% | |
| T Rowe Price Retirement 2020 | — | — | — | $704K | 7.5% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $693K | 7.4% | |
| JP Morgan Value Advantage R6 Large Cap Value | — | — | — | $591K | 6.3% | |
| T Rowe Price Retirement 2045 | — | — | — | $537K | 5.7% | |
| Carillon Scout Mid Cap | — | — | — | $494K | 5.3% | |
| Stable value fund Prudential Guaranteed Income Fund | — | — | — | $400K | 4.3% | |
| T Rowe Price Retirement 2050 | — | — | — | $388K | 4.2% | |
| T Rowe Price Retirement 2040 | — | — | — | $336K | 3.6% | |
| T Rowe Price Retirement 2035 | — | — | — | $334K | 3.6% | |
| Putnam Global Technology | — | — | — | $325K | 3.5% | |
| Delaware Small Cap Value | — | — | — | $235K | 2.5% | |
| Metropolitan West Total Return Bond | — | — | — | $224K | 2.4% | |
| Vanguard GNMA Admiral | — | — | — | $223K | 2.4% | |
| T Rowe Price Retirement 2015 | — | — | — | $158K | 1.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $151K | 1.6% | |
| AllianceBernstein Small Cap Growth Z | — | — | — | $116K | 1.2% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $85K | 0.9% | |
| T Rowe Price Retirement 2025 | — | — | — | $79K | 0.8% | |
| T Rowe Price Retirement 2060 | — | — | — | $78K | 0.8% | |
| T Rowe Price Retirement 2055 | — | — | — | $70K | 0.7% | |
| T Rowe Price Retirement 2005 | — | — | — | $56K | 0.6% | |
| T Rowe Price Retirement 2010 | — | — | — | $16K | 0.2% |