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Original filing (PDF)20251015154921NAL0002580707001
JEREMIAH PROGRAM
Form 5500
FILING_RECEIVED
JEREMIAH PROGRAM 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
118
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEREMIAH PROGRAM.
Plan sponsor
Name
JEREMIAH PROGRAM
EIN
41-1801834
Address
729 N WASHINGTON AVE, SUITE 600 · MINNEAPOLIS, MN · 554011118
Phone
(612) 259-3000
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
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
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
Investments
29 direct securities · 1 pooled fund· $5.6M(100% 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.
Uncategorized
$4.6M
29 holdings
Pooled Separate Account
$966K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $966K | 21.1% | |
| American Funds 2040 Target Date Retirement R6 Fund | — | — | — | $829K | 18.1% | |
| American Funds 2045 Target Date Retirement R6 Fund | — | — | — | $677K | 14.8% | |
| American Funds 2050 Target Date Retirement R6 Fund | — | — | — | $476K | 10.4% | |
| Mutual of America Fidelity Investments VIP Contrafund | — | — | — | $342K | 7.5% | |
| American Funds 2035 Target Date Retirement R6 Fund | — | — | — | $340K | 7.4% | |
| Mutual of America DWS Capital Growth VIP | — | — | — | $331K | 7.2% | |
| American Funds 2030 Target Date Retirement R6 Fund | — | — | — | $302K | 6.6% | |
| American Funds 2055 Target Date Retirement R6 Fund | — | — | — | $291K | 6.3% | |
| Fidelity 500 Index Fund | — | — | — | $218K | 4.8% | |
| American Funds 2060 Target Date Retirement R6 Fund | — | — | — | $207K | 4.5% | |
| Fidelity US Bond Index Fund 90 American Funds 2025 Target Date Retirement R6 Fund | — | — | — | $145K | 3.2% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $97K | 2.1% | |
| Mutual of America Small Cap Value Fund | — | — | — | $74K | 1.6% | |
| American Funds 2065 Target Date Retirement R6 Fund | — | — | — | $38K | 0.8% | |
| Mutual of America Mid-Cap Equity Index Fund 298 * Mutual of America Aggressive Allocation Fund | — | — | — | $34K | 0.7% | |
| Fidelity Total Interest Index Fund | — | — | — | $32K | 0.7% | |
| Principal Fixed Income Guarantee Option | — | — | — | $26K | 0.6% | |
| Mutual of America International Fund | — | — | — | $25K | 0.5% | |
| Mutual of America 2045 Retirement Fund | — | — | — | $24K | 0.5% | |
| Mutual of America Fidelity Investments VIP Mid Cap Fund | — | — | — | $17K | 0.4% | |
| Mutual of America Fidelity VIP Equity-Income Portfolio | — | — | — | $16K | 0.3% | |
| (E) | — | — | — | $13K | 0.3% | |
| AB Large Cap Growth Z Fund | — | — | — | $13K | 0.3% | |
| MFS International Growth R6 Fund | — | — | — | $7K | 0.2% | |
| MFS Value R6 Fund 260 AllSpring Special Small Cap Value R6 Fund 257 Fidelity Mid Cap Index Fund | — | — | — | $5K | 0.1% | |
| Fidelity Small Cap Growth K6 Fund 172 Fidelity Small Cap Index Fund | — | — | — | $4K | <0.1% | |
| Mutual of America Interest Accumulation Account | — | — | — | $3K | <0.1% | |
| Mutual of America Bond Fund | — | — | — | $3K | <0.1% | |
| Mutual of America Invesco Oppenheimer V.I. Main Street 605 * Mutual of America Money Market Fund | — | — | — | $1K | <0.1% |
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