Susan Cyronek signed Maslon, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maslon, LLP's EIN is 41-0648239.
Download the official 2024 Form 5500 (PDF) for Maslon, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maslon, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $34K | — |
| ALERUS FINANCIAL | 45-6062081 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $11.8M | 16.3% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $6.8M | 9.5% | |
| Personal Choice Retirement Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $6.4M | 8.8% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company | Common Stocks | — | — | $6.1M | 8.4% | |
| MainStay Large Cap Growth R6 | Other securities | — | — | $6.1M | 8.4% | |
| Vanguard Target 2025 | Mutual Funds | — | — | $4.7M | 6.5% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $4.5M | 6.3% | |
| MFS Intl Intrinsic Value R6 | Mutual Funds | — | — | $3.1M | 4.3% | |
| Schwab Small-Cap Index Fund | Common Collective Trusts | — | — | $3.1M | 4.3% | |
| Vanguard Fed Money Market Fund | Mutual Funds | — | — | $3.1M | 4.3% | |
| T. Rowe Price T. Rowe Price MidCap Growth I | Other securities | — | — | $2.9M | 4.0% | |
| AmCent Mid Cap Value R6 | Other securities | — | — | $2.3M | 3.2% | |
| Delaware Ltd Term Diver Incm I 524 EuroPacific Growth R6 | Common Stocks | — | — | $2.2M | 3.1% | |
| Vanguard Inflation Project Adm | Mutual Funds | — | — | $2.1M | 2.8% | |
| Vanguard Tot Intl Stk Idx Adm | Common Collective Trusts | — | — | $1.9M | 2.6% | |
| Invesco Oppenheimer DevMkts R6 | Mutual Funds | — | — | $1.6M | 2.2% | |
| Baird Short-Term Bond Inst | Other securities | — | — | $1.5M | 2.0% | |
| Vanguard Target 2040 | Mutual Funds | — | — | $1.4M | 1.9% | |
| Vanguard Target 2045 | Mutual Funds | — | — | $1.4M | 1.9% | |
| Vanguard Target 2035 | Mutual Funds | — | — | $1.2M | 1.7% | |
| Vanguard Target 2050 | Mutual Funds | — | — | $776K | 1.1% | |
| Vanguard Target 2030 | Mutual Funds | — | — | $486K | 0.7% | |
| Vanguard Target 2055 | Mutual Funds | — | — | $443K | 0.6% | |
| Vanguard Target 2020 | Mutual Funds | — | — | $379K | 0.5% | |
| dates ranging from 2025 to 2029 | Other securities | — | — | $97K | 0.1% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $97K | 0.1% | |
| Vanguard Target Retmt Income | Mutual Funds | — | — | $41K | <0.1% | |
| Vanguard Target 2060 | Mutual Funds | — | — | $37K | <0.1% | |
| Vanguard Target 2065 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $2K |
| — |
