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Original filing (PDF)20251028205843NAL0004879795001
BEST & FLANAGAN LLP
Form 5500
FILING_RECEIVED
BEST & FLANAGAN LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
80
Accounts w/ balance
117
Plan assets (EOY)
$68.7M
Net assets (EOY)
$68.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "PCRA Self-Directed Brokerage Account" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEST & FLANAGAN LLP.
Plan sponsor
Name
BEST & FLANAGAN LLP
EIN
41-0150277
Address
60 S 6TH ST STE 2700 · MINNEAPOLIS, MN · 55402
Phone
(612) 339-7121
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITE PINE CAPITAL LLC | 41-1933144 | — | NONE | $47K | — |
| USI ADVISORS INC | 06-1397347 | — | NONE | $45K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
| MAIRS AND POWER INC | 41-0844499 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $515 | — |
Investments
30 direct securities· $67.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $26.5M | 38.6% | |
| FIDELITY TOTAL MARKET INDEX Registered Investment Company | — | — | — | $7.2M | 10.4% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $7.0M | 10.1% | |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | — | — | — | $3.7M | 5.4% | |
| STANDARD STABLE ASSET FUND 2 Life Insurance | — | — | — | $2.9M | 4.2% | |
| VANGUARD BALANCED INDEX ADM Registered Investment Company | — | — | — | $2.4M | 3.6% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $2.2M | 3.3% | |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company | — | — | — | $2.2M | 3.2% | |
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company | — | — | — | $1.7M | 2.5% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| MFS INSTL INTL EQUITY Registered Investment Company | — | — | — | $1.5M | 2.3% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $1.4M | 2.0% | |
| VANGUARD TARGET RETIREMNT 2025 Registered Investment Company | — | — | — | $1.1M | 1.7% | |
| DODGE & COX INCOME FUND Registered Investment Company | — | — | — | $988K | 1.4% | |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company | — | — | — | $900K | 1.3% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $768K | 1.1% | |
| VANGUARD TARGET RETIREMNT 2070 Registered Investment Company | — | — | — | $761K | 1.1% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $724K | 1.1% | |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company | — | — | — | $677K | 1.0% | |
| VANGUARD TARGET RETIREMNT 2020 Registered Investment Company | — | — | — | $458K | 0.7% | |
| PARTICIPANT LOANS (4.50% - 9.50%) | — | — | — | $163K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company | — | — | — | $140K | 0.2% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $112K | 0.2% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | — | — | — | $94K | 0.1% | |
| VANGUARD CASH RSRV FED MMKTADM Money Market / Cash Equivalent | — | — | — | $42K | <0.1% | |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company | — | — | — | $19K | <0.1% | |
| MFS MID CAP VALUE R6 Registered Investment Company 683 NATIONWIDE GENEVA SM CAP GR R6 Registered Investment Company | — | — | — | $10K | <0.1% | |
| JOHN HANCOCK DISC VALUE R6 Registered Investment Company | — | — | — | $7K | <0.1% | |
| DFA US SMALL CAP VALUE PORT Registered Investment Company | — | — | — | $4K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $1K | <0.1% |