Back to filter
Original filing (PDF)20250929080843NAL0026205138001
SODERHOLM & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
70
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
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 SODERHOLM & ASSOCIATES, INC..
Plan sponsor
Name
SODERHOLM & ASSOCIATES, INC.
EIN
41-0836048
Address
7150 143RD AVE NW · RAMSEY, MN · 55303
Phone
(763) 427-9635
Industry
Wholesale Tradesee 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
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
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 Wholesale Trade plans
UTILITY EQUIPMENT COMPANY
UECO EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN
$8.4M · 50 participants
ABBOTT VALVE & FITTING CO.
ABBOTT VALVE & FITTING CO. 401(K) PLAN
$8.3M · 44 participants
AMERICAN PIPE AND SUPPLY, INC.
AMERICAN PIPE AND SUPPLY INC. 401(K) PLAN
$8.3M · 134 participants
R.J. WALKER CO., INC
RJ WALKER INC 401 (K) PLAN
$8.3M · 113 participants
NORTHERN PLUMBING SUPPLY, INC.
NORTHERN PLUMBING SUPPLY, INC. SAFE HARBOR 401(K) PLAN
$8.4M · 40 participants
BRAUER SUPPLY CO.
BRAUER SUPPLY CO. SALARY SAVINGS PLAN
$8.2M · 63 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