Retirement plan

MN COACHES FAMILY OF COMPANIES RETIREMENT PLAN

Name: MN COACHES FAMILY - MN COACHES FAMILY OF COMPANIES RETIREMENT PLAN (2025) Form 5500
Creator: MN COACHES FAMILY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MN COACHES FAMILY OF COMPANIES RETIREMENT PLAN, MN COACHES FAMILY

MN COACHES FAMILYEIN 84-6921650Plan #001PY 2025

101 E. 10TH ST. STE. 300 - HASTINGS, MN 55033651-438-3777

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$27.7M

+19.5% from 2024

Total participants

1,683

+1.0% from 2024

Average account balance

$21,237

+0.7% from 2024

Annual return

14.05%

+0.80 pp from 2024

Benchmarks

See 356 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort356 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$27.65M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$21K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,302

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$56

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Recordkeeping and information managem...	$120,775
MMA SECURITIES LLC1 year Service code 10 · EIN 22-3570292	Accounting	$26,679

Plan features & details

Pension benefit codes2X2E2F2G2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$72K

$49 / participant

Contract admin$72K100.0%

% of EOY assets

0.261%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHNREZNICK, LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,237

$85,660-75.2%

$105,582-79.9%

$85,660-75.2%

Participation rate

74.2%

74.8%-0.6pp

71.8%+2.4pp

74.8%-0.6pp

Annual return

14.05%

19.52%-5.5pp

18.61%-4.6pp

19.52%-5.5pp

Employer contribution / active EE

$1,353

$4,199-67.8%

$2,984-54.7%

$4,199-67.8%

Participant deferral / active EE

$651

$3,518-81.5%

$4,353-85.0%

$3,518-81.5%

Admin fee / account holder

$56

$224-75.2%

$12,856-99.6%

$224-75.2%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Recordkeeping and information managem...

$120,775

MMA SECURITIES LLC1 year

Service code 10 · EIN 22-3570292

Accounting

$26,679

MN COACHES FAMILY OF COMPANIES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MN COACHES FAMILY OF COMPANIES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion