Original filing (PDF)20260129140853NAL0005611009001

SEEDS OF HEALTH, INC.

Name: SEEDS OF HEALTH, INC. — SEEDS OF HEALTH, INC. 403(B) PLAN, Form 5500 (2024)
Creator: SEEDS OF HEALTH, INC.

Form 5500

FILING_RECEIVED

SEEDS OF HEALTH, INC. 403(B) PLAN

403(b) retirement plan

Active participants

138

Accounts w/ balance

211

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

How this plan invests

This plan

29 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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEEDS OF HEALTH, INC..

Plan sponsor

Name

SEEDS OF HEALTH, INC.

EIN

93-0843605

Address

1445 SOUTH 32ND STREET · MILWAUKEE, WI · 53215

Phone

(414) 672-3430

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-29

Pension benefit codes

2A · Age/service weighted or new comparability

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

RITZHOLMAN CPAS

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$51K	—

Investments

29 direct securities· $14.1M(91% of reported assets)

Other securities

$13.9M

28 holdings

Participant loans

$180K

1 holding

					% of plan
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$2.7M	17.3%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$2.2M	14.3%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$2.2M	14.0%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$1.9M	12.3%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$1.5M	9.8%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$882K	5.7%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$579K	3.7%
iShares S&P 500 Index K iShares 0	Other securities	—	—	$327K	2.1%
Fidelity Advisor Growth Opp Z Fidelity 0	Other securities	—	—	$215K	1.4%
American Funds Washington Mutual R6 American Funds 0	Other securities	—	—	$213K	1.4%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$209K	1.3%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$180K	1.2%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$139K	0.9%
PIMCO Income Instl PIMCO 0	Other securities	—	—	$134K	0.9%
iShares MSCI Total Intl Index K iShares 0	Other securities	—	—	$94K	0.6%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$85K	0.5%
Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$83K	0.5%
American Eupac R6 American 0	Other securities	—	—	$73K	0.5%
(CL) Invesco Discovery R6 Invesco 0	Other securities	—	—	$49K	0.3%
iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$46K	0.3%
MFS Mid Cap Value R6 MFS 0	Other securities	—	—	$45K	0.3%
DWS Enhanced Commodity Strategy R6 DWS 0	Other securities	—	—	$43K	0.3%
Principal Real Estate Securities Instl Principal 0	Other securities	—	—	$42K	0.3%
Federated Hermes Mdt Mid Cp Gr R6 Federated 0	Other securities	—	—	$38K	0.2%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Other securities	—	—	$36K	0.2%
iShares Russell 2000 SmCap Ind Instl iShares 0	Other securities	—	—	$28K	0.2%
American Funds New World R6 American Funds 0	Other securities	—	—	$26K	0.2%
iShares U.S. Aggregate Bond Index K iShares 0	Other securities	—	—	$19K	0.1%
BlackRock Inflation Protected Bond K BlackRock 0	Other securities	—	—	$10K	<0.1%