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Original filing (PDF)20251015095103NAL0002103475001
SOLUTIONS BEHAVIORAL HEALTHCARE PROFESSIONALS - CENTRAL
Form 5500
FILING_RECEIVED
SOLUTIONS 401(K) PLAN- CENTRAL LOCATION I
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
298
Accounts w/ balance
278
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Mutual Fund N/A" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTIONS BEHAVIORAL HEALTHCARE PROFESSIONALS - CENTRAL.
Plan sponsor
Name
SOLUTIONS BEHAVIORAL HEALTHCARE PROFESSIONALS - CENTRAL
EIN
41-1949975
Address
1547 30TH AVENUE SOUTH · MOORHEAD, MN · 56560
Phone
(218) 287-4338
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $41K | — |
Investments
20 direct securities· $8.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Mutual Fund N/A | — | — | — | $2.2M | 26.8% | |
| American Funds Balanced Fund Mutual Fund N/A | — | — | — | $1.0M | 12.0% | |
| Vanguard 500 Index Fund Mutual Fund N/A | — | — | — | $949K | 11.3% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | — | — | — | $810K | 9.7% | |
| Vanguard Target Retirement 2035 Mutual Fund N/A | — | — | — | $777K | 9.3% | |
| Trowe Price Growth Stock Fund Mutual Fund N/A | — | — | — | $488K | 5.8% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | — | — | — | $324K | 3.9% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | — | — | — | $246K | 2.9% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value JP Morgan US Government Money Market Money Market Mutual Fund N/A | — | — | — | $244K | 2.9% | |
| Vanguard Equity Income Fund Mutual Fund N/A | — | — | — | $211K | 2.5% | |
| Federated Instl High Yield Bond Mutual Fund N/A | — | — | — | $204K | 2.4% | |
| Dodge & Cox Income X Mutual Fund N/A | — | — | — | $182K | 2.2% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | — | — | — | $175K | 2.1% | |
| American Funds New World Fund Mutual Fund N/A | — | — | — | $152K | 1.8% | |
| American Funds Europacific Growth Fund Mutual Fund N/A | — | — | — | $140K | 1.7% | |
| Vanguard Total International Stock Index Mutual Fund N/A | — | — | — | $97K | 1.2% | |
| Notes receivable from participants Maturing 2025-2028 at interest rates of 5.25%-10.5% - | — | — | — | $28K | 0.3% | |
| Vanguard Wellesley Income Fund Mutual Fund N/A | — | — | — | $26K | 0.3% | |
| Vanguard Lifestrategy Growth Fund Mutual Fund N/A | — | — | — | $24K | 0.3% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | — | — | — | $20K | 0.2% |
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