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Original filing (PDF)20251010093741NAL0004113347001
MASLON, LLP
Form 5500
FILING_RECEIVED
MASLON RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
134
Plan assets (EOY)
$72.3M
Net assets (EOY)
$72.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASLON, LLP.
Plan sponsor
Name
MASLON, LLP
EIN
41-0648239
Address
225 SOUTH SIXTH STREET · SUITE 2900 · MINNEAPOLIS, MN · 55402
Phone
(612) 672-8200
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $34K | — |
| ALERUS FINANCIAL | 45-6062081 | — | NONE | $26K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
29 direct securities· $76.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | — | — | — | $11.8M | 16.3% | |
| PGIM Total Return Bond R6 | — | — | — | $6.8M | 9.5% | |
| Personal Choice Retirement Self-Directed Brokerage Accounts | — | — | — | $6.4M | 8.8% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company | — | — | — | $6.1M | 8.4% | |
| MainStay Large Cap Growth R6 | — | — | — | $6.1M | 8.4% | |
| Vanguard Target 2025 | — | — | — | $4.7M | 6.5% | |
| Vanguard Equity Income Admiral | — | — | — | $4.5M | 6.3% | |
| MFS Intl Intrinsic Value R6 | — | — | — | $3.1M | 4.3% | |
| Schwab Small-Cap Index Fund | — | — | — | $3.1M | 4.3% | |
| Vanguard Fed Money Market Fund | — | — | — | $3.1M | 4.3% | |
| T. Rowe Price T. Rowe Price MidCap Growth I | — | — | — | $2.9M | 4.0% | |
| AmCent Mid Cap Value R6 | — | — | — | $2.3M | 3.2% | |
| Delaware Ltd Term Diver Incm I 524 EuroPacific Growth R6 | — | — | — | $2.2M | 3.1% | |
| Vanguard Inflation Project Adm | — | — | — | $2.1M | 2.8% | |
| Vanguard Tot Intl Stk Idx Adm | — | — | — | $1.9M | 2.6% | |
| Invesco Oppenheimer DevMkts R6 | — | — | — | $1.6M | 2.2% | |
| Baird Short-Term Bond Inst | — | — | — | $1.5M | 2.0% | |
| Vanguard Target 2040 | — | — | — | $1.4M | 1.9% | |
| Vanguard Target 2045 | — | — | — | $1.4M | 1.9% | |
| Vanguard Target 2035 | — | — | — | $1.2M | 1.7% | |
| Vanguard Target 2050 | — | — | — | $776K | 1.1% | |
| Vanguard Target 2030 | — | — | — | $486K | 0.7% | |
| Vanguard Target 2055 | — | — | — | $443K | 0.6% | |
| Vanguard Target 2020 | — | — | — | $379K | 0.5% | |
| dates ranging from 2025 to 2029 | — | — | — | $97K | 0.1% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $97K | 0.1% | |
| Vanguard Target Retmt Income | — | — | — | $41K | <0.1% | |
| Vanguard Target 2060 | — | — | — | $37K | <0.1% | |
| Vanguard Target 2065 | — | — | — | $4K | <0.1% |
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