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Original filing (PDF)20250717105251NAL0000057635001
MAYO HOLDING COMPANY
Form 5500
FILING_RECEIVED
MAYO RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3,587
Accounts w/ balance
4,897
Plan assets (EOY)
$762.2M
Net assets (EOY)
$762.2M
How this plan invests
This plan
1 pooled trust
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAYO HOLDING COMPANY.
Plan sponsor
Name
MAYO HOLDING COMPANY
EIN
41-1578020
Address
200 FIRST STREET SW · ROCHESTER, MN · 55905
Phone
(507) 284-0126
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP CO, LLC | 04-2647786 | — | RECORDKEEPER | -$278K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $498K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $7K | — |
Investments
63 direct securities · 1 pooled fund· $736.0M(97% 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
$735.8M
63 holdings
Pooled Separate Account
$146K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus | — | — | — | $123.4M | 16.2% | |
| TIAA Traditional FA Fund | — | — | — | $86.5M | 11.3% | |
| Fidelity International Index Fund* | — | — | — | $64.1M | 8.4% | |
| Vanguard Institutional Total Stock Market | — | — | — | $47.4M | 6.2% | |
| Fidelity LT TR BD Index* | — | — | — | $42.5M | 5.6% | |
| Fidelity Extended Market Index Fund* | — | — | — | $34.3M | 4.5% | |
| Fidelity US Bond Index Fund* | — | — | — | $29.4M | 3.9% | |
| Fidelity Emerging Markets Index Fund* | — | — | — | $24.8M | 3.2% | |
| Fidelity Freedom K 2030* | — | — | — | $23.4M | 3.1% | |
| Vanguard Primecap Adm Fund | — | — | — | $22.8M | 3.0% | |
| Vanguard Wellington Adm Fund | — | — | — | $19.7M | 2.6% | |
| Fidelity Freedom K 2040* | — | — | — | $18.0M | 2.4% | |
| Fidelity Low Price Stock Fund K* | — | — | — | $15.1M | 2.0% | |
| Fidelity Contrafund K* | — | — | — | $14.8M | 1.9% | |
| Fidlity Institutional Money Market* | — | — | — | $14.3M | 1.9% | |
| Metwest Total Return Bond Fund | — | — | — | $9.2M | 1.2% | |
| Vanguard Wellesley Adm Fund | — | — | — | $9.0M | 1.2% | |
| AF Europacific Growth Fund | — | — | — | $8.9M | 1.2% | |
| Hartford Life Insurance Fixed Account | — | — | — | $8.8M | 1.2% | |
| Vanguard Windsor II Adm Fund | — | — | — | $8.5M | 1.1% | |
| Fidelity Mid Cap Stock Fund K* | — | — | — | $7.8M | 1.0% | |
| AF Washington Mutual Fund | — | — | — | $7.5M | 1.0% | |
| Fidelity Freedom K 2050* | — | — | — | $6.7M | 0.9% | |
| Fidelity Freedom K 2020* | — | — | — | $6.0M | 0.8% | |
| Oakmark Select Fund | — | — | — | $6.0M | 0.8% | |
| Vanguard LS Moderate Growth Fund | — | — | — | $5.7M | 0.7% | |
| Dodge & Cox Stock | — | — | — | $5.7M | 0.7% | |
| Vanguard Explorer Adm Fund | — | — | — | $5.7M | 0.7% | |
| Dodge & Cox Income Fund | — | — | — | $5.0M | 0.7% | |
| Fidelity Dividend Growth Fund K* | — | — | — | $4.9M | 0.6% | |
| Royce PA Mutual Inv | — | — | — | $4.8M | 0.6% | |
| AF Growth Fund Amer | — | — | — | $4.6M | 0.6% | |
| TRP New Horizons Fund | — | — | — | $4.2M | 0.5% | |
| Fidelity Capital & Income Fund* | — | — | — | $3.9M | 0.5% | |
| Oakmark International I Fund | — | — | — | $3.4M | 0.5% | |
| Baron Growth Fund | — | — | — | $3.2M | 0.4% | |
| AF New Perspective Fund | — | — | — | $3.1M | 0.4% | |
| Vanguard Healthcare Adm Fund | — | — | — | $2.6M | 0.3% | |
| Dodge & Cox International Stock Fund | — | — | — | $2.3M | 0.3% | |
| AF Capital World Growth & Income Fund | — | — | — | $2.2M | 0.3% | |
| Fidelity Freedom K 2010* | — | — | — | $2.0M | 0.3% | |
| Dodge & Cox Balanced Fund | — | — | — | $1.7M | 0.2% | |
| Vanguard Reit Index Fund | — | — | — | $1.3M | 0.2% | |
| TRP International Discovery | — | — | — | $1.3M | 0.2% | |
| Vanguard Energy Adm Fund | — | — | — | $1.2M | 0.2% | |
| Vanguard Inflation Pro Sec IS Fund | — | — | — | $1.2M | 0.2% | |
| Oakmark Equity & Income Fund | — | — | — | $1.1M | 0.1% | |
| maturing at various dates through October 2038* | — | — | — | $1.0M | 0.1% | |
| Neuberger Berman Genesis Fund Institutional Class | — | — | — | $1.0M | 0.1% | |
| PIMCO Low Dur Fund | — | — | — | $629K | <0.1% | |
| Vanguard Global Equity Fund | — | — | — | $525K | <0.1% | |
| Oakmark Global I Fund | — | — | — | $504K | <0.1% | |
| GMO Emerging Country M Fund | — | — | — | $498K | <0.1% | |
| Templeton Global Bond A Fund | — | — | — | $396K | <0.1% | |
| Vanguard Long Term Bond Index | — | — | — | $384K | <0.1% | |
| TRP New Asia Fund | — | — | — | $371K | <0.1% | |
| TRP New Era Fund | — | — | — | $317K | <0.1% | |
| BNYM Global Stock | — | — | — | $166K | <0.1% | |
| TIAA-CREF REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $146K | <0.1% | |
| CREF Social Choice Fund | — | — | — | $129K | <0.1% | |
| Vanguard Global Cap Cyc Inv | — | — | — | $117K | <0.1% | |
| AF Capital World Bond Fund | — | — | — | $55K | <0.1% | |
| CREF Stock Account | — | — | — | $39K | <0.1% | |
| Fidelity Freedom K 2060* | — | — | — | $28K | <0.1% |