· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ULTIMA BANK MINNESOTA — ULTIMA BANK MINNESOTA SAFE HARBOR 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924090325NAL0007895600001
ULTIMA BANK MINNESOTA
Form 5500-SF
FILING_RECEIVED
ULTIMA BANK MINNESOTA SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
64
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
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
ULTIMA BANK MINNESOTA
.
Find decision makers
Plan sponsor
Name
ULTIMA BANK MINNESOTA
EIN
41-0250590
Address
P.O. BOX 299 · FOSSTON, MN · 56542
Phone
(218) 435-2265
Industry
Commercial Banking
· Finance & Insurance
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
VBT FINANCIAL CORPORATION
VANTAGE BANK TEXAS EMPLOYEE STOCK OWNERSHIP PLAN
$6.0M · 434 participants
TEXAS REPUBLIC BANK, NA
TEXAS REPUBLIC BANK 401(K) PLAN
$6.0M · 72 participants
HNB FIRST BANK
HNB FIRST BANK 401(K) PROFIT SHARING RETIREMENT PLAN
$6.0M · 58 participants
MARIES COUNTY BANCORP, INC.
MARIES COUNTY BANCORP, INC. ESOP
$6.0M · 118 participants
COMMUNITY STATE BANK AND UNION BANCORPORATION, INC.
COMMUNITY STATE BANK 401(K) 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.0M · 92 participants
EARLHAM SAVINGS BANK
EARLHAM SAVINGS BANK 401(K) PLAN
$6.0M · 61 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
