How big is Tasks Unlimited, Inc.'s plan?

Tasks Unlimited, Inc.'s plan reported $4.7M in assets and 69 participants for 2024.

Original filing (PDF)20251009061222NAL0003680643001

Tasks Unlimited, Inc.

Name: Tasks Unlimited, Inc. — 403(b) Plan of Tasks, Form 5500 (2024)
Creator: Tasks Unlimited, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Plan of Tasks Unlimited, Inc.

401(k) retirement plan · Tasks Unlimited, Inc.'s 403(b) Plan of Tasks Unlimited, Inc. held $4.7M in plan assets for 69 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond~82 bps in Sched C fees

Active participants

Accounts w/ balance

145

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Tasks Unlimited, Inc.'s EIN is 23-7087205.

EIN 23-7087205

Plan number 002

Plan year 2024

ACK ID 20251009061222NAL0003680643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tasks Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tasks Unlimited, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TASKS UNLIMITED, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TASKS UNLIMITED, INC.

EIN

all filings

Address

2419 NICOLLET AVENUE · MINNEAPOLIS, MN · 55404

Phone

(612) 871-3320

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	FORT WAYNE, IN	CONTRACT ADMINISTRATOR	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP	33-0818667	NEWPORT BEACH, CA	INVESTMENT ADVISORY	$10K	—

Investments

28 direct securities · 1 pooled fund· $4.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$3.3M

16 holdings

Pooled Separate Account

$832K

1 holding

Common Stocks

$328K

1 holding

Mutual Funds

$182K

9 holdings

Common Collective Trusts

$106K

1 holding

Bonds / Notes

$33K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$832K	17.6%
Blackrock Lifepath Index 2045 Institutional Shares Mutual fund N/A	Other securities	—	—	$698K	14.7%
Blackrock Lifepath Index 2040 Institutional Shares Mutual fund N/A	Other securities	—	—	$679K	14.3%
Blackrock Lifepath Index 2050 Institutional Shares Mutual fund N/A	Other securities	—	—	$617K	13.0%
Blackrock Lifepath Index 2030 Institutional Shares Mutual fund N/A	Other securities	—	—	$456K	9.6%
MoA Interest Accumulation Account Group annuity contract N/A	Common Stocks	—	—	$328K	6.9%
Blackrock Lifepath Index 2055 Institutional Shares Mutual fund N/A	Other securities	—	—	$277K	5.8%
Blackrock Lifepath Index Retirement Institutional Shares Mutual fund N/A	Other securities	—	—	$192K	4.1%
Vanguard 500 Index Admiral Class Mutual fund N/A	Common Collective Trusts	—	—	$106K	2.2%
Blackrock Lifepath Index 2035 Institutional Shares Mutual fund N/A	Other securities	—	—	$95K	2.0%
Blackrock Lifepath Index 2060 Institutional Shares Mutual fund N/A	Other securities	—	—	$58K	1.2%
Clearbridge Small Cap Growth Class Is Mutual fund N/A	Other securities	—	—	$52K	1.1%
Vanguard Extended Market Index Admiral Shares Mutual fund N/A	Mutual Funds	—	—	$46K	1.0%
Carillon Eagle Mid Cap Growth Class I Mutual fund N/A	Other securities	—	—	$38K	0.8%
Vanguard Total Bond Market Index Admiral Shares Mutual fund N/A	Mutual Funds	—	—	$36K	0.8%
Notes receivable from participants Maturing 2026 - 2029 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$33K	0.7%
JP Morgan US Equity Class A Mutual fund N/A	Other securities	—	—	$27K	0.6%
Macquarie Emerging Markets Mutual fund N/A	Other securities	—	—	$24K	0.5%
Vanguard Total International Stock Index Admiral Shares Mutual fund N/A	Mutual Funds	—	—	$24K	0.5%
Vanguard Real Estate Index Admiral Shares Mutual fund N/A	Mutual Funds	—	—	$21K	0.4%
Blackrock Inflation Protected Bond Institutional Shares Mutual fund N/A	Other securities	—	—	$16K	0.3%
Pimco Income Class A Mutual fund N/A	Mutual Funds	—	—	$15K	0.3%
Fidelity Contrafund Mutual fund N/A	Mutual Funds	—	—	$13K	0.3%
Mfs Value Class R3 Mutual fund N/A	Mutual Funds	—	—	$12K	0.3%
Federated Institutional High Yield Bond Institutional Shares Mutual fund N/A	Other securities	—	—	$11K	0.2%
Mfs International Growth Class A Mutual fund N/A	Mutual Funds	—	—	$9K	0.2%
John Hancock Funds Alternative Asset Allocation Class I Mutual fund N/A	Other securities	—	—	$8K	0.2%
Pimco Rae Us Small Class A Mutual fund N/A	Mutual Funds	—	—	$7K	0.1%
Blackrock Lifepath Index 2065 Institutional Shares Mutual fund N/A	Other securities	—	—	$5K	0.1%