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Original filing (PDF)20250127093739NAL0024009666001
MEYER, BORGMAN & JOHNSON, INC.
Form 5500
FILING_RECEIVED
MEYER,BORGMAN & JOHNSON, INC. PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
122
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 MEYER, BORGMAN & JOHNSON, INC..
Plan sponsor
Name
MEYER, BORGMAN & JOHNSON, INC.
EIN
41-0908528
Address
510 MARQUETTE AVENUE S SUITE 900 · MINNEAPOLIS, MN · 55402
Phone
(612) 604-3604
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-01-27
Pension benefit codes
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABDO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
Investments
1 pooled fund· $1.3M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY SV 55 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $1.3M | 8.6% |
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