Original filing (PDF)20250501102413NAL0003038593001

CARDINAL OF MINNESOTA, LTD

Name: CARDINAL OF MINNESOTA, LTD — CARDINAL OF MINNESOTA, LTD PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CARDINAL OF MINNESOTA, LTD

Form 5500

FILING_RECEIVED

CARDINAL OF MINNESOTA, LTD PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

249

Accounts w/ balance

407

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDINAL OF MINNESOTA, LTD.

Plan sponsor

Name

CARDINAL OF MINNESOTA, LTD

EIN

41-1786446

Address

3008 WELLNER DRIVE NE · ROCHESTER, MN · 559064144

Phone

(507) 281-1077

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $8.8M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$8.8M	95.8%

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