· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EPILEPSY FOUNDATION OF MINNESO — 403(B) THRIFT PLAN FOR EMPLOYEES OF EPILEPSY FOUNDATION OF MINNESOTA, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260226105111NAL0004021441001
EPILEPSY FOUNDATION OF MINNESO
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF EPILEPSY FOUNDATION OF MINNESOTA, INC.
403(b) retirement plan
Active participants
31
Accounts w/ balance
69
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
EPILEPSY FOUNDATION OF MINNESO
.
Find decision makers
Plan sponsor
Name
EPILEPSY FOUNDATION OF MINNESO
EIN
41-0874541
Address
7760 FRANCE AVE S SUITE 210 · BLOOMINGTON, MN · 55435
Phone
(651) 287-2307
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-26
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
SMB PROBATION CENTER, INC. DBA TRI-CAP
TRI-CAP RETIREMENT PLAN
$1.5M · 66 participants
SCAN-HARBOR, INC.
SCAN-HARBOR 403(B) PLAN
$1.5M · 609 participants
CENTRAL NEW YORK TECHNOLOGY DEVELOPMENT ORGANIZATION, INC
TAX QUALIFIED TSA 403(B)(7) PLAN
$1.5M · 7 participants
WOMEN'S FACULTY CLUB
THE WOMEN'S FACULTY CLUB 401K PLAN
$1.5M · 5 participants
MAINE INTERNATIONAL TRADE CENTER
MAINE INTERNATIONAL TRADE CENTER 403(B) PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 7 participants
CHRIST CHURCH MIDLAND
CHRIST CHURCH MIDLAND 401K PROFIT SHARING PLAN
$1.5M · 7 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
