· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASH BALANCE ACTUARIES, LLC — CASH BALANCE ACTUARIES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250704035531NAL0001186769001
CASH BALANCE ACTUARIES, LLC
Form 5500-SF
FILING_RECEIVED
CASH BALANCE ACTUARIES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
23
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
CASH BALANCE ACTUARIES, LLC
.
Find decision makers
Plan sponsor
Name
CASH BALANCE ACTUARIES, LLC
EIN
27-3058529
Address
970 IRIS CIR. · EXCELSIOR, MN · 55331
Phone
(952) 500-8696
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
TRUENORTH CORPORATION
TRUENORTH CORPORATION RETIREMENT PLAN
$4.4M · 80 participants
CONRAD GROUP, INC.
CONRAD GROUP, INC. DEFINED BENEFIT PLAN
$4.4M · 2 participants
JUAN REQUENA & ASSOC.
JUAN REQUENA & ASSOC. RETIREMENT PLAN
$4.4M · 16 participants
WHITE OAK CONSERVATION FOUNDATION, INC.
WHITE OAK CON FOUNDATION, INC. RET SAV PLAN
$4.4M · 69 participants
CARDINAL POINT PARTNERS, LLC
CARDINAL POINT PARTNERS RETIREMENT PLAN
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.
$4.4M · 1 participants
PHOENIX REFRIGERATION
PHOENIX REFRIGERATION 401(K) PLAN
$4.4M · 64 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
