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Original filing (PDF)20251002100054NAL0000221683001
GENEVIVE
Form 5500
FILING_RECEIVED
GENEVIVE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
182
Accounts w/ balance
234
Plan assets (EOY)
$41.3M
Net assets (EOY)
$41.3M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENEVIVE.
Plan sponsor
Name
GENEVIVE
EIN
45-3357936
Address
3433 BROADWAY ST NE · SUITE 300 · MINNEAPOLIS, MN · 55413
Phone
(763) 587-7884
Industry
Offices of Physicians· 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $74K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $13K | — |
Investments
23 direct securities · 1 pooled fund· $76.4M(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
$41.3M
23 holdings
Pooled Separate Account
$35.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $35.0M | 84.7% | |
| MN Life Ins. Co. JP Morgan Large Cap Growth | — | — | — | $7.6M | 18.4% | |
| MN Life Ins. Co. Vanguard Equity-Income | — | — | — | $6.3M | 15.2% | |
| MN Life Ins. Co. Guaranteed Return Account | — | — | — | $6.0M | 14.5% | |
| MN Life Ins. Co. Pioneer Bond | — | — | — | $5.1M | 12.3% | |
| MN Life Ins. Co. Morgan Stanley Inst International Opportunity | — | — | — | $2.5M | 6.1% | |
| MN Life Ins. Co. Dodge & Cox International Stock | — | — | — | $2.4M | 5.9% | |
| MN Life Ins. Co. Fidelity 500 Index | — | — | — | $2.4M | 5.9% | |
| MN Life Ins. Co. Janus Henderson Triton | — | — | — | $2.3M | 5.5% | |
| MN Life Ins. Co. River Road Small Cap Value | — | — | — | $1.8M | 4.4% | |
| MN Life Ins. Co. T. Rowe Price Large Cap Value | — | — | — | $1.2M | 2.8% | |
| MN Life Ins. Co. American Beacon Global Bond | — | — | — | $681K | 1.6% | |
| MN Life Ins. Co. Disciplined Growth Mid Cap Growth | — | — | — | $674K | 1.6% | |
| MN Life Ins. Co. DFA Inflation-Protected Securities Portfolio | — | — | — | $409K | 1.0% | |
| Participants Participant Loans Interest Rates from 4.25% - 9.50% - | — | — | — | $340K | 0.8% | |
| MN Life Ins. Co. T.Rowe Price Health Sciences | — | — | — | $335K | 0.8% | |
| MN Life Ins. Co. Fidelity Total Intl Index | — | — | — | $220K | 0.5% | |
| MN Life Ins. Co. Fidelity Small Cap Index | — | — | — | $212K | 0.5% | |
| MN Life Ins. Co. American Century Mid Cap Value | — | — | — | $209K | 0.5% | |
| MN Life Ins. Co. Fidelity US Bond Index | — | — | — | $195K | 0.5% | |
| MN Life Ins. Co. Fidelity Real Estate Index | — | — | — | $184K | 0.4% | |
| MN Life Ins. Co. Fidelity Mid Cap Index | — | — | — | $181K | 0.4% | |
| MN Life Ins. Co. Fidelity Emerging Markets Idx | — | — | — | $103K | 0.2% | |
| MN Life Ins. Co. T.Rowe Price New Era | — | — | — | $27K | <0.1% |
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