· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEDGESTONE HOSPITALITY LLC — LEDGESTONE HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250407145856NAL0027075008001
LEDGESTONE HOSPITALITY LLC
Form 5500-SF
FILING_RECEIVED
LEDGESTONE HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEDGESTONE HOSPITALITY LLC
.
Find decision makers
Plan sponsor
Name
LEDGESTONE HOSPITALITY LLC
EIN
26-4433881
Address
1709 LAKE DR W · CHANHASSEN, MN · 553178580
Phone
(952) 470-1444
Industry
Real Estate
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
GILMAN HOUSING TRUST, INC.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GILMAN HOUSING TRUST, INC.
$1.1M · 67 participants
SPRINGWOOD HOSPITALITY MANAGEMENT, LLC
SPRINGWOOD HOSPITALITY, LLC 401(K) PLAN
$1.1M · 200 participants
SIEGEL & ASSOCIATES, INC.
SIEGEL & ASSOCIATES, INC. PROFIT SHARING PLAN
$1.1M · 8 participants
DDL PROPERTY LIMITED
DDL PROPERTY LIMITED 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 7 participants
BRODSKY GROUP, INC.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRODSKY GROUP, INC. PROFIT SHARING PLAN AND TRUST
$1.1M · 3 participants
BECK PROPERTIES, INC.
BECK PROPERTIES, INC. PROFIT SHARING 401(K) PLAN
$1.1M · 19 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
