Back to filter
Original filing (PDF)20251002120809NAL0000692288001
LITERACY MINNESOTA
Form 5500-SF
FILING_RECEIVED
LITERACY MINNESOTA 401(K) PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
64
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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 LITERACY MINNESOTA.
Plan sponsor
Name
LITERACY MINNESOTA
EIN
23-7217182
Address
700 RAYMOND AVENUE, SUITE 180 · SAINT PAUL, MN · 55114
Phone
(651) 251-9080
Industry
Educational Servicessee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Educational Services plans
THERAPY AND LEARNING CENTER, INC.
THERAPY AND LEARNING CENTER, INC. TAX DEFERRED ANNUITY PLAN
$4.1M · 45 participants
SWEDISH INSTITUTE, INC.
SWEDISH HOLDINGS 401(K) PLAN
$4.1M · 191 participants
TORAH DAY SCHOOL OF ATLANTA, INC
TORAH DAY SCHOOL 403(B) PLAN
$4.1M · 89 participants
KAREN DILLARD'S COLLEGE PREP, L.P.
KD COLLEGE PREP 401(K) PLAN
$4.1M · 48 participants
NORTH CASCADES INSTITUTE
NORTH CASCADES INSTITUTE - DEFINED CONTRIBUTION PLAN
$4.1M · 29 participants
DOUGLAS EDUCATION CENTER
DOUGLAS EDUCATION CENTER 401(K) PLAN
$4.1M · 53 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
