How big is Capitol View Transitional Care Center's plan?

Capitol View Transitional Care Center's plan reported $5.4M in assets and 124 participants for 2024.

Original filing (PDF)20251009093338NAL0003792547003

Capitol View Transitional Care Center

Name: Capitol View Transitional Care Center — Capitol View, Form 5500 (2024)
Creator: Capitol View Transitional Care Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Capitol View Transitional Care Center Savings Plan

403(b) retirement plan · Capitol View Transitional Care Center's Capitol View Transitional Care Center Savings Plan held $5.4M in plan assets for 124 participants in 2024, with Fidelity as recordkeeper.

Signals · 4

Non-clean audit opinion26% in single holding13% employer stockHigh average account balance

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Alicia Gilbert signed Capitol View Transitional Care Center's 2024 Form 5500 as plan administrator.

Alicia Gilbert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capitol View Transitional Care Center's EIN is 41-2011453.

EIN 41-2011453

Plan number 001

Plan year 2024

ACK ID 20251009093338NAL0003792547003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitol View Transitional Care Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitol View Transitional Care Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITOL VIEW TRANSITIONAL CARE CENTER.

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How this plan invests

This plan

53 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

CAPITOL VIEW TRANSITIONAL CARE CENTER

EIN

all filings

Address

8170 33RD AVENUE SOUTH · P.O. BOX 1309 · MINNEAPOLIS, MN · 554401309

Phone

(651) 254-0488

Industry

Health Care & Social Assistance

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INS OP	04-2647786	—	RECORDKEEPER	$6K	—

Investments

53 direct securities· $5.3M(98% of reported assets)

Mutual Funds

$4.4M

17 holdings

Common Stocks

$598K

25 holdings

Common Collective Trusts

$298K

7 holdings

Cash / Money Market

$24K

1 holding

Other securities

$22K

2 holdings

Bonds / Notes

$17K

1 holding

					% of plan
Vanguard Target Retirement 2040	Mutual Funds	—	—	$1.4M	25.3%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$1.3M	23.8%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$308K	5.7%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$244K	4.5%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$242K	4.5%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$240K	4.4%
VALIC Life Ins Company Fixed Account Plus	Common Stocks	—	—	$225K	4.1%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$180K	3.3%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$162K	3.0%
Vanguard Institutional Index Plus	Mutual Funds	—	—	$122K	2.2%
VALIC Life Ins Company Stock Index Fund	Common Collective Trusts	—	—	$97K	1.8%
VALIC Life Ins Company Vanguard Windsor II Fund	Mutual Funds	—	—	$74K	1.4%
VALIC Life Ins Company Growth Fund	Common Stocks	—	—	$71K	1.3%
VALIC Life Ins Company Mid Cap Index Fund	Common Collective Trusts	—	—	$68K	1.3%
Vanguard Small-Cap Index Fund Instl Plus Shares	Common Collective Trusts	—	—	$62K	1.1%
VALIC Life Ins Company Vanguard Wellington Fund	Mutual Funds	—	—	$49K	0.9%
VALIC Life Ins Company International Equities Index Fund	Common Collective Trusts	—	—	$49K	0.9%
VALIC Life Ins Company Aggressive Growth Lifestyle Fund	Common Stocks	—	—	$33K	0.6%
VALIC Life Ins Company Core Bond Fund	Common Stocks	—	—	$32K	0.6%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$30K	0.6%
VALIC Life Ins Company Emerging Economies Fund	Common Stocks	—	—	$28K	0.5%
VALIC Life Ins Company GS VIT Government Money Market Fund Institutional	Cash / Money Market	—	—	$24K	0.4%
Dodge & Cox International Stock	Mutual Funds	—	—	$22K	0.4%
T.Rowe Price Institutional Large Cap Growth	Other securities	—	—	$20K	0.4%
VALIC Life Ins Company Inflation Protected Fund	Common Stocks	—	—	$19K	0.4%
VALIC Life Ins Company Mid Cap Value Fund	Common Stocks	—	—	$19K	0.3%
VALIC Life Ins Company Socially Responsible Fund	Common Stocks	—	—	$18K	0.3%
VALIC Life Ins Company Ariel Fund	Common Stocks	—	—	$17K	0.3%
Participants Notes Receivable from Participants Rates from 4.25% to 9.00% -	Bonds / Notes	—	—	$17K	0.3%
VALIC Life Ins Company Systematic Value	Common Stocks	—	—	$16K	0.3%
VALIC Life Ins Company High Yield Bond Fund	Common Stocks	—	—	$15K	0.3%
Vanguard Total International Stock Market Index	Common Collective Trusts	—	—	$14K	0.3%
VALIC Life Ins Company Small Cap Value Fund	Common Stocks	—	—	$14K	0.3%
VALIC Life Ins Company International Socially Responsible Fund	Common Stocks	—	—	$13K	0.2%
VALIC Life Ins Company Vanguard Lifestrategy Moderate Fund	Mutual Funds	—	—	$12K	0.2%
VALIC Life Ins Company International Value Fund	Common Stocks	—	—	$12K	0.2%
VALIC Life Ins Company International Opportunities Fund	Common Stocks	—	—	$11K	0.2%
VALIC Life Ins Company Mid Cap Strategic Growth Fund	Common Stocks	—	—	$10K	0.2%
VALIC Life Ins Company Short Term Fixed Account	Common Stocks	—	—	$9K	0.2%
VALIC Life Ins Company VC I Capital Appreciation	Common Stocks	—	—	$7K	0.1%
VALIC Life Ins Company Global Real Estate Fund	Common Stocks	—	—	$7K	0.1%
Vanguard Target Retirement Income	Mutual Funds	—	—	$6K	0.1%
VALIC Life Ins Company Asset Allocation Fund	Common Stocks	—	—	$6K	0.1%
VALIC Life Ins Company Moderate Growth Lifestyle Fund	Common Stocks	—	—	$6K	0.1%
VALIC Life Ins Company Small Cap Index Fund	Common Collective Trusts	—	—	$6K	0.1%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$5K	<0.1%
VALIC Life Ins Company Science & Technology Fund	Common Stocks	—	—	$4K	<0.1%
VALIC Life Ins Company Ariel Appreciation Fund	Common Stocks	—	—	$3K	<0.1%
VALIC Life Ins Company Dividend Value Fund	Common Stocks	—	—	$3K	<0.1%
Vanguard Target Retirement 2070	Mutual Funds	—	—	$2K	<0.1%