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Original filing (PDF)20250919162901NAL0003333840001
EUGENE THERAPY, LLC
Form 5500
FILING_RECEIVED
RICHELSON CONTROL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
1,834
Accounts w/ balance
1,592
Plan assets (EOY)
$50.3M
Net assets (EOY)
$50.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 211% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUGENE THERAPY, LLC.
Plan sponsor
Name
EUGENE THERAPY, LLC
EIN
90-0624377
Address
6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343
Phone
(952) 936-1300
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
41-1321939
City
MINNETONKA, MN
Phone
(952) 936-1300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $152K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $98K | — |
Investments
22 direct securities· $50.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $7.4M | 14.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $5.3M | 10.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $5.0M | 10.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $5.0M | 10.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $4.4M | 8.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.3M | 8.6% | |
| Vanguard Growth Index Fund | — | — | — | $4.0M | 8.0% | |
| Vanguard 500 Index Fund | — | — | — | $3.7M | 7.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.7M | 3.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.6M | 3.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.4M | 2.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.2M | 2.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.1M | 2.1% | |
| Nuveen Small-Cap Blend Index Fund | — | — | — | $998K | 2.0% | |
| Vanguard High Dividend Yield Index Fund | — | — | — | $938K | 1.9% | |
| Vanguard Developed Markets Index Fund | — | — | — | $647K | 1.3% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $405K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $367K | 0.7% | |
| iShares U.S. Aggregate Bond Index Fund | — | — | — | $330K | 0.7% | |
| Vanguard Intermediate Term Treasury Index Fund | — | — | — | $237K | 0.5% | |
| Vanguard Wellesley Income Fund | — | — | — | $201K | 0.4% | |
| date March 2029) $0 | — | — | — | $7K | <0.1% |
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