Original filing (PDF)20251014105003NAL0001258083002

MY PORTFOLIOPLUS IN-RETIREMENT CONSERVATIVE FUND

Name: MY PORTFOLIOPLUS IN-RETIREMENT CONSERVATIVE FUND — Form 5500 (2024)
Creator: MY PORTFOLIOPLUS IN-RETIREMENT CONSERVATIVE FUND

Form 5500

FILING_RECEIVED

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MY PORTFOLIOPLUS IN-RETIREMENT CONSERVATIVE FUND.

Plan sponsor

Name

MY PORTFOLIOPLUS IN-RETIREMENT CONSERVATIVE FUND

EIN

87-2583766

Address

3500 S PHILLIPS AVE. · STE. 201 · SIOUX FALLS, SD · 57105

Phone

(303) 996-3781

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

2025-10-14

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $493K(3% 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.