How big is Mark Degner DBA Ameriprise Financial's plan?

Mark Degner DBA Ameriprise Financial's plan reported $1.5M in assets and 1 participants for 2024.

Original filing (PDF)20251013144642NAL0000735907001

Mark Degner DBA Ameriprise Financial

Name: Mark Degner DBA Ameriprise Financial — Mark Degner, Form 5500 (2024)
Creator: Mark Degner DBA Ameriprise Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Degner 401(k) Plan

401(k) retirement plan · Mark Degner DBA Ameriprise Financial's Mark Degner 401(k) Plan held $1.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Mark Degner DBA Ameriprise Financial's EIN is 20-3698219.

EIN 20-3698219

Plan number 001

Plan year 2024

ACK ID 20251013144642NAL0000735907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Degner DBA Ameriprise Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Degner DBA Ameriprise Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK DEGNER DBA AMERIPRISE FINANCIAL.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MARK DEGNER DBA AMERIPRISE FINANCIAL

EIN

all filings

Address

3369 CRATER LAKE HWY, SUITE 101 · MEDFORD, OR · 97504

Phone

(541) 618-0693

Industry

Finance & Insurance

Plan administrator