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Original filing (PDF)20251231074341NAL0019757425001
GRACE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
GRACE MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.5 mo~124 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,824
Accounts w/ balance
2,597
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
94
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- 124 bps in Schedule C fees — 329% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRACE MANAGEMENT, INC..
Plan sponsor
Name
GRACE MANAGEMENT, INC.
EIN
76-0117314
Address
6900 WEDGWOOD RD N · MAPLE GROVE, MN · 55311
Phone
(763) 971-9271
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOULAY
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 | $120K | — |
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $10K | — |
Investments
27 direct securities · 1 pooled fund· $11.3M(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
$10.3M
27 holdings
Pooled Separate Account
$996K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Minnesota Life Insurance Company Vanguard Target 2035 | — | — | — | $1.5M | 14.6% | |
| Minnesota Life Insurance Company Vanguard Target 2030 | — | — | — | $1.3M | 12.6% | |
| Minnesota Life Insurance Company Vanguard Target 2025 | — | — | — | $1.3M | 12.3% | |
| Minnesota Life Insurance Company Vanguard Target 2045 | — | — | — | $1.1M | 10.1% | |
| Minnesota Life Insurance Company Vanguard Target 2040 | — | — | — | $998K | 9.5% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $996K | 9.5% | |
| Minnesota Life Insurance Company Vanguard Target 2060 | — | — | — | $955K | 9.1% | |
| Minnesota Life Insurance Company Vanguard Target 2050 | — | — | — | $940K | 9.0% | |
| Minnesota Life Insurance Company Fidelity 500 Index | — | — | — | $519K | 5.0% | |
| Minnesota Life Insurance Company Vanguard Target 2055 | — | — | — | $504K | 4.8% | |
| Minnesota Life Insurance Company Vanguard Target 2020 | — | — | — | $390K | 3.7% | |
| Minnesota Life Insurance Company Alger Spectra A | — | — | — | $190K | 1.8% | |
| Minnesota Life Insurance Company Vanguard Equity-Income Adm | — | — | — | $89K | 0.8% | |
| Minnesota Life Insurance Company Invesco Stable Val Trust III | — | — | — | $83K | 0.8% | |
| Minnesota Life Insurance Company American Funds EUPAC R6 | — | — | — | $79K | 0.8% | |
| Minnesota Life Insurance Company Fidelity Mid Cap Index | — | — | — | $74K | 0.7% | |
| Minnesota Life Insurance Company Vanguard Target Retire Income | — | — | — | $64K | 0.6% | |
| Minnesota Life Insurance Company Fidelity US Bond Index | — | — | — | $52K | 0.5% | |
| Minnesota Life Insurance Company PGIM Total Return Bond Z | — | — | — | $38K | 0.4% | |
| Minnesota Life Insurance Company BlackRock Mid Gr Eq Svc | — | — | — | $22K | 0.2% | |
| Minnesota Life Insurance Company Janus Henderson Triton N | — | — | — | $21K | 0.2% | |
| Minnesota Life Insurance Company American Century SmCapVal R6 | — | — | — | $19K | 0.2% | |
| Minnesota Life Insurance Company Fidelity Real Estate Index | — | — | — | $18K | 0.2% | |
| Minnesota Life Insurance Company American Century Emrg Mkt R6 | — | — | — | $12K | 0.1% | |
| Minnesota Life Insurance Company PGIM High Yield Z | — | — | — | $12K | 0.1% | |
| Minnesota Life Insurance Company Fidelity Total Intl Index | — | — | — | $10K | <0.1% | |
| Minnesota Life Insurance Company MFS Mid Cap Value R3 | — | — | — | $8K | <0.1% | |
| Minnesota Life Insurance Company Fidelity Small Cap Index | — | — | — | $5K | <0.1% |
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