Back to filter
Original filing (PDF)20250311093930NAL0017389329001
NORCOSTCO, INC.
Form 5500-SF
FILING_RECEIVED
NORCOSTCO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
32
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORCOSTCO, INC..
Plan sponsor
Name
NORCOSTCO, INC.
EIN
41-0660378
Address
825 RHODE ISLAND AVENUE SOUTH · MINNEAPOLIS, MN · 55426
Phone
(763) 544-0601
Industry
Real Estatesee 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
2025-03-11
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
COSTUME SPECIALISTS INC.
COSTUME SPECIALISTS INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 27 participants
GENERATION TUX, INC.
GENERATION TUX, INC. 401(K) PLAN
$1.5M · 178 participants
LOUIES TUX SHOP
LOUIES TUX SHOP 401(K) PLAN
$804K · 45 participants
ST LOUIS FORMALWEAR INC
ST LOUIS FORMALWEAR INC 401(K) PROFIT SHARING PLAN & TRUST
$629K · 38 participants
JIM'S FORMAL WEAR LLC
JIM'S FORMAL WEAR EMPLOYEE STOCK OWNERSHIP PLAN
$559K · 363 participants
FUNDAMENTAL TENNIS AND SPORTS INC.
FUNDAMENTAL TENNIS AND SPORTS INC. 401(K) PROFIT SHARING PLAN
$527K · 52 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