· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETER B. WOLD, P.A. — WOLD & MORRISON, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602124506NAL0006569539002
PETER B. WOLD, P.A.
Form 5500-SF
FILING_RECEIVED
WOLD & MORRISON, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETER B. WOLD, P.A.
.
Find decision makers
Plan sponsor
Name
PETER B. WOLD, P.A.
DBA
WOLD LAW
EIN
01-0656893
Address
331 SECOND AVENUE SOUTH, SUITE 705 · MINNEAPOLIS, MN · 55401
Phone
(612) 341-2525
Industry
Law Offices
· Professional & Technical Services
see all
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
2025-06-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ROTH FIORETTI, LLC
ROTH FIORETTI, LLC CASH BALANCE PLAN
$2.0M · 4 participants
CASTRO LAW, P.C.
CASTRO LAW, P.C. 401(K) PROFIT SHARING PLAN
$2.0M · 10 participants
THE LAW OFFICE OF DAVID M. GARTEN
THE LAW OFFICE OF DAVID M. GARTEN 401K PLAN
$2.0M · 2 participants
BRODIGAN & GARDINER, LLP
BRODIGAN & GARDINER LLP 401K PROFIT SHARING PLAN
$2.0M · 4 participants
STEVEN J. ROTTMAN, ESQ, PROFIT SHARING 401(K) PLAN
STEVEN J. ROTTMAN, ESQ. PROFIT SHARING 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.0M · 3 participants
PEASE & GUSTAFSON, LLP
PEASE & GUSTAFSON, LLP 401(K) PROFIT SHARING PLAN
$2.0M · 9 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
