Mike Senden signed Minnesota Masonic Charities' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Minnesota Masonic Charities' EIN is 41-1495325.
Download the official 2024 Form 5500 (PDF) for Minnesota Masonic Charities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Minnesota Masonic Charities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISORY | $49K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $6.4M | 19.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $4.6M | 13.9% | |
| MFS Research International Fund | Mutual Funds | — | — | $3.1M | 9.3% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $2.8M | 8.5% | |
| Met West Total Return Bond Fund | Other securities | — | — | $2.6M | 8.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.3M | 7.0% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $2.3M | 6.9% | |
| STABLE VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.3M | 6.9% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $2.0M | 6.1% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $1.7M | 5.0% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $828K | 2.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $595K | 1.8% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $591K | 1.8% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $324K | 1.0% | |
| Allspring Government Money Market Institutional | Cash / Money Market | — | — | $264K | 0.8% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $242K | 0.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $133K | 0.4% |
