· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OKABENA COMPANY — OKABENA 401(K) SAVINGS AND RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007144725NAL0004744865001
OKABENA COMPANY
Form 5500-SF
FILING_RECEIVED
OKABENA 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
44
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
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
OKABENA COMPANY
.
Find decision makers
Plan sponsor
Name
OKABENA COMPANY
EIN
41-0913129
Address
80 S 8TH ST STE 4200 · MINNEAPOLIS, MN · 55402
Phone
(612) 339-7151
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
SUNSHINE FLOWERS CORPORATION
FLORAL BENEFITS 401(K) PROFIT SHARING PLAN
$19.5M · 231 participants
ZYNEX, INC.
ZYNEX, INC. 401(K) PLAN
$19.8M · 882 participants
OXFORD GLOBAL RESOURCES, LLC
OXFORD CONSULTANT 401(K) RETIREMENT SAVINGS PLAN
$19.4M · 1,534 participants
MILLION DOLLAR ROUND TABLE
MILLION DOLLAR ROUND TABLE RETIREMENT PLAN
$19.9M · 120 participants
OSCAR WINSKI COMPANY, INC.
OSCAR WINSKI COMPANY, INC. 401(K) 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$19.3M · 176 participants
NEW HORIZON KIDS QUEST, INC.
NEW HORIZON KIDS QUEST, INC. 401(K) RETIREMENT SAVINGS PLAN
$19.2M · 2,454 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
