Michael Roehl signed Education Minnesota's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education Minnesota's EIN is 41-1916882.
Download the official 2024 Form 5500 (PDF) for Education Minnesota from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education Minnesota's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS INVESTMENT ADVISORS | 42-1378382 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA TRUST COMPANY, N.A. | 03-0388793 | ST. PAUL, MN | NONE | $103K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | Mutual Funds | — | $17.7M | $18.0M | 13.9% | |
| Vanguard Equity Income Fund | Mutual Funds | — | $10.4M | $14.7M | 11.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $10.4M | $14.1M | 10.9% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | $13.5M | $13.5M | 10.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $13.5M | $12.2M | 9.5% | |
| T Rowe Price Mid Cap Value Fund | Mutual Funds | — | $11.9M | $10.9M | 8.4% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | $3.4M | $8.2M | 6.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $4.9M | $7.5M | 5.8% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | $2.2M | $6.9M | 5.3% | |
| MFS International Growth Fund | Mutual Funds | — | $6.1M | $6.7M | 5.2% | |
| JPMorgan Midcap Growth Fund | Other securities | — | $5.7M | $5.9M | 4.5% | |
| Federated Government Obligations Fund | Other securities | — | $5.5M | $5.5M | 4.3% | |
| MassMutual Select Mid Cap Growth Equity II Fund | Other securities | — | $5.5M | $5.1M | 3.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI CONSULTING GROUP |
| 06-1053228 |
| BLOOMINGTON, MN |
| NONE |
| $14K |
| — |
| HARRINGTON LANGER & ASSOCIATES | 41-1532347 | — | NONE | $8K | — |
| BEST & FLANAGAN LLP | 41-0150277 | MINNEAPOLIS, MN | NONE | $6K | — |
