· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ONEIDA REALTY COMPANY — ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714162447NAL0003066770001
ONEIDA REALTY COMPANY
Form 5500-SF
FILING_RECEIVED
ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
67
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
ONEIDA REALTY COMPANY
.
Find decision makers
Plan sponsor
Name
ONEIDA REALTY COMPANY
EIN
41-0460000
Address
306 WEST SUPERIOR STREET SUITE 1605 · DULUTH, MN · 55802
Phone
(218) 722-0816
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
THE VANCE CORPORATION
THE VANCE CORPORATION EMPLOYEES 401(K) PLAN
$6.0M · 6 participants
PACIFIC BUILDING CORPORATION
PACIFIC BUILDING CORPORATION EMPLOYEES 401(K) PLAN
$6.0M · 55 participants
RIVER OAKS PROPERTIES, LTD.
RIVER OAKS PROPERTIES 401(K) SAVINGS PLAN
$6.0M · 40 participants
DALAD REALTY
DALAD REALTY 401(K) PLAN
$6.0M · 38 participants
THE TELOS GROUP LLC
THE TELOS GROUP LLC 401(K) PROFIT SHARING PLAN
$6.0M · 13 participants
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.
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIDELCO MANAGEMENT SERVICES LLC
FIDELCO MANAGEMENT SERVICES LLC 401(K) PLAN
$6.0M · 26 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
