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Original filing (PDF)20251015175427NAL0010613634001
GROWTHZONE LLC
Form 5500
FILING_RECEIVED
GROWTHZONE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
173
Accounts w/ balance
136
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
50 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 (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROWTHZONE LLC.
Plan sponsor
Name
GROWTHZONE LLC
EIN
41-1845306
Address
23973 HAZELWOOD DRIVE SOUTH · SUITE 100 · NISSWA, MN · 56468
Phone
(800) 825-9171
Industry
Professional & Technical Servicessee 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
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $167 | — |
Investments
49 direct securities · 1 pooled fund· $12.0M(100% 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
$5.7M
47 holdings
Pooled Separate Account
$5.0M
1 holding
Pooled Separate Accounts
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $5.0M | 99.5% | |
| s * Voya Retirement Insurance and Voya Index Solution 2050 P Z N/R | Pooled Separate Accounts | — | — | $963K | 19.4% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2035 P Z N/R | — | — | — | $764K | 15.3% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2040 P Z N/R | — | — | — | $740K | 14.9% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2045 P Z N/R | — | — | — | $622K | 12.5% | |
| s * Voya Retirement Insurance and Voya Index Solution 2045 P Z N/R | Pooled Separate Accounts | — | — | $412K | 8.3% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2055 P Z N/R | — | — | — | $380K | 7.6% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2040 P Z N/R | — | — | — | $370K | 7.4% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2030 P Z N/R | — | — | — | $353K | 7.1% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2035 P Z N/R | — | — | — | $335K | 6.7% | |
| Annuity Company * Voya Retirement Insurance and Fidelity 500 Index Fund N/R | — | — | — | $215K | 4.3% | |
| Annuity Company * Voya Retirement Insurance and JPMorgan Large Cap Growth Fund N/R | — | — | — | $184K | 3.7% | |
| Annuity Company R6 * Voya Retirement Insurance and Voya Index Solution 2060 P Z N/R | — | — | — | $174K | 3.5% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2055 P Z N/R | — | — | — | $168K | 3.4% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2030 P Z N/R | — | — | — | $154K | 3.1% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2050 P Z N/R | — | — | — | $150K | 3.0% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2025 P Z N/R | — | — | — | $121K | 2.4% | |
| Annuity Company * Voya Retirement Insurance and Fidelity 500 Index Fund N/R | — | — | — | $82K | 1.6% | |
| Annuity Company * Voya Retirement Insurance and JPMorgan Large Cap Growth Fund N/R | — | — | — | $78K | 1.6% | |
| Annuity Company * Voya Retirement Insurance and Vanguard International Growth Fund N/R | — | — | — | $76K | 1.5% | |
| Annuity Company Adm * Voya Retirement Insurance and Vanguard Equity Income Fund Adm N/R | — | — | — | $69K | 1.4% | |
| Annuity Company R6 * Voya Retirement Insurance and Voya Index Solution 2025 P Z N/R | — | — | — | $68K | 1.4% | |
| Annuity Company * Voya Retirement Insurance and John Hancock Bond Fund R6 N/R | — | — | — | $58K | 1.2% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2060 P Z N/R | — | — | — | $56K | 1.1% | |
| Annuity Company * Voya Retirement Insurance and Fidelity Mid Cap Index Fund N/R | — | — | — | $38K | 0.8% | |
| Annuity Company * Voya Retirement Insurance and Vangaurd Equity Income Fund Adm N/R | — | — | — | $36K | 0.7% | |
| Annuity Company * Voya Retirement Insurance and PGIM High Yield Fund R6 N/R | — | — | — | $36K | 0.7% | |
| Annuity Company * Voya Retirement Insurance and JPMorgan Mid Cap Growth Fd R6 N/R | — | — | — | $33K | 0.7% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution Inc P Z N/R | — | — | — | $31K | 0.6% | |
| Voya Retirement Insurance and Fidelity Small Cap Index Fund N/R | — | — | — | $31K | 0.6% | |
| Annuity Company * Voya Retirement Insurance and Vanguard International Growth Fund N/R | — | — | — | $27K | 0.5% | |
| Guaranteed Income Contract * Voya Retirement Insurance and Voya Fixed Account N/R | — | — | — | $27K | 0.5% | |
| Annuity Company Adm * Voya Retirement Insurance and John Hanck Bond Fund R6 N/R | — | — | — | $21K | 0.4% | |
| Annuity Company * Voya Retirement Insurance and American Funds New World R6 N/R | — | — | — | $19K | 0.4% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution Inc P Z N/R | — | — | — | $16K | 0.3% | |
| Annuity Company * Voya Retirement Insurance and PGIM High Yield Fund R6 N/R | — | — | — | $15K | 0.3% | |
| Annuity Company * Voya Retirement Insurance and JPMorgan Mid Cap Growth Fd R6 N/R | — | — | — | $14K | 0.3% | |
| Annuity Company * Voya Retirement Insurance and Fidelity Mid Cap Index Fund N/R | — | — | — | $14K | 0.3% | |
| Annuity Company * Voya Retirement Insurance and AB Small Cap Grw Port Z N/R | — | — | — | $13K | 0.3% | |
| Annuity Company * Voya Retirement Insurance and Vanguard Mid-Cap Vl Index Fund N/R | — | — | — | $11K | 0.2% | |
| Voya Retirement Insurance and Vangrd Mid-Cap Vl Indx Fnd Adm N/R | — | — | — | $9K | 0.2% | |
| Annuity Company Adm * Voya Retirement Insurance and Vanguard Small-Cap Vl Index Fund N/R | — | — | — | $9K | 0.2% | |
| Annuity Company * Voya Retirement Insurance and American Funds New World R6 N/R | — | — | — | $8K | 0.2% | |
| Annuity Company Adm * Voya Retirement Insurance and Voya Index Solution 2065 P Z N/R | — | — | — | $8K | 0.2% | |
| Annuity Company * Voya Retirement Insurance and AB Small Cap Grw Port Z N/R | — | — | — | $6K | 0.1% | |
| Annuity Company * Voya Retirement Insurance and Vanguard Small-Cap Vl Index Fund N/R | — | — | — | $5K | 0.1% | |
| Annuity Company * Voya Retirement Insurance and PIMCO International Bond Fund N/R | — | — | — | $5K | <0.1% | |
| Guaranteed Income Contract * Voya Retirement Insurance and Voya Fixed Account N/R | — | — | — | $5K | <0.1% | |
| Annuity Company Adm * Voya Retirement Insurance and Voya Index Solution 2065 P Z N/R | — | — | — | $3K | <0.1% | |
| Annuity Company * Voya Retirement Insurance and PIMCO International Bond Fund N/R | — | — | — | $1K | <0.1% |
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