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Original filing (PDF)20251009165615NAL0003770771001
RS EDEN
Form 5500
FILING_RECEIVED
RS EDEN 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
101
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RS EDEN.
Plan sponsor
Name
RS EDEN
EIN
41-1948604
Address
1931 W BROADWAY · MINNEAPOLIS, MN · 55411
Phone
(612) 287-1600
Industry
Other Services (ex. Public Admin)see 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
2025-10-09
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
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $18K | — |
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $16K | — |
Investments
27 direct securities· $5.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock Mutual fund N/A | — | — | — | $1.1M | 19.2% | |
| Standard Stable Assets Fund A Fixed Income Guaranteed Option Group annuity contract N/A | — | — | — | $638K | 11.0% | |
| Vanguard Wellington Admiral Mutual fund N/A | — | — | — | $609K | 10.5% | |
| MFS Value R6 Mutual fund N/A | — | — | — | $516K | 8.9% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $432K | 7.5% | |
| American Funds Europacific Gr R6 Mutual fund N/A | — | — | — | $399K | 6.9% | |
| Metropolitan West Total Return Bond I Mutual fund N/A | — | — | — | $392K | 6.8% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual fund N/A | — | — | — | $266K | 4.6% | |
| Carillon Eagle Mid Cap Growth Mutual fund N/A | — | — | — | $212K | 3.7% | |
| T. Rowe Price Retirement 2050 Mutual fund N/A | — | — | — | $173K | 3.0% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $169K | 2.9% | |
| T. Rowe Price Retirement 2055 Mutual fund N/A | — | — | — | $103K | 1.8% | |
| Invesco Developing Markets Mutual fund N/A | — | — | — | $92K | 1.6% | |
| Vanguard Intermediate-Term Treasury Mutual fund N/A | — | — | — | $88K | 1.5% | |
| American Century Small Cap Value Mutual fund N/A | — | — | — | $77K | 1.3% | |
| Prudential Global Total Return Mutual fund N/A | — | — | — | $72K | 1.3% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value Cohen & Steers Realty Shares Mutual fund N/A | — | — | — | $59K | 1.0% | |
| T. Rowe Price Retirement 2045 Mutual fund N/A | — | — | — | $56K | 1.0% | |
| T. Rowe Price Retirement 2035 Mutual fund N/A | — | — | — | $54K | 0.9% | |
| T. Rowe Price Retirement 2025 Mutual fund N/A | — | — | — | $53K | 0.9% | |
| T. Rowe Price Retirement 2030 Mutual fund N/A | — | — | — | $50K | 0.9% | |
| T. Rowe Price Retirement 2040 Mutual fund N/A | — | — | — | $46K | 0.8% | |
| Fidelity Small Cap Growth K6 Mutual fund N/A | — | — | — | $42K | 0.7% | |
| Fidelity Mid Cap Index Mutual fund N/A | — | — | — | $42K | 0.7% | |
| T. Rowe Price Retirement 2060 Mutual fund N/A | — | — | — | $34K | 0.6% | |
| T. Rowe Price Retirement 2020 Mutual fund N/A | — | — | — | $1K | <0.1% | |
| Pax Sustainable Allocation Mutual fund N/A | — | — | — | $1K | <0.1% |
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