Back to filter
Original filing (PDF)20250723100642NAL0001910803001
LEUTHOLD GROUP, INC.
Form 5500-SF
FILING_RECEIVED
LEUTHOLD GROUP, INC. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
17
Accounts w/ balance
24
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEUTHOLD GROUP, INC..
Plan sponsor
Name
LEUTHOLD GROUP, INC.
EIN
14-1946713
Address
100 NORTH SIXTH STREET, SUITE 600A · MINNEAPOLIS, MN · 55403
Phone
(612) 767-1191
Industry
Finance & Insurancesee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Finance & Insurance plans
DOUGLAS LANE & ASSOCIATES, LLC
DOUGLAS LANE & ASSOCIATES, LLC PROFIT SHARING PLAN
$28.3M · 49 participants
HOLOCENE ADVISORS, LP
HOLOCENE ADVISORS, LP 401(K) PLAN
$28.3M · 92 participants
P10 HOLDINGS, INC.
P10 401(K) PROFIT SHARING PLAN
$28.3M · 180 participants
INDUS CAPITAL PARTNERS LLC
INDUS CAPITAL PARTNERS LLC INCENTIVE SAVINGS TRUST
$28.3M · 40 participants
TAIYO PACIFIC PARTNERS LP
TAIYO PACIFIC PARTNERS LP 401(K) PROFIT SHARING PLAN
$28.2M · 36 participants
FIERA US HOLDING INC.
FIERA CAPITAL 401(K) PLAN
$28.4M · 112 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