How big is Mankato Advisors, LLC's plan?

Mankato Advisors, LLC's plan reported $3.2M in assets and 21 participants for 2024.

Original filing (PDF)20251009182642NAL0016277570001

Mankato Advisors, LLC

Name: Mankato Advisors, LLC — Southern Minnesota Advisors, Form 5500 (2024)
Creator: Mankato Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Minnesota Advisors Retirement Plan

401(k) retirement plan · Mankato Advisors, LLC's Southern Minnesota Advisors Retirement Plan held $3.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Becca Lewis signed Mankato Advisors, LLC's 2024 Form 5500 as plan administrator.

Becca Lewis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mankato Advisors, LLC's EIN is 01-0559635.

EIN 01-0559635

Plan number 001

Plan year 2024

ACK ID 20251009182642NAL0016277570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mankato Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mankato Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANKATO ADVISORS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score