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Original filing (PDF)20251014123305NAL0001348067001
WOLD ARCHITECTS & ENGINEERS
Form 5500
FILING_RECEIVED
WOLD ARCHITECTS & ENGINEERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
350
Accounts w/ balance
445
Plan assets (EOY)
$59.3M
Net assets (EOY)
$58.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLD ARCHITECTS & ENGINEERS.
Plan sponsor
Name
WOLD ARCHITECTS & ENGINEERS
EIN
41-0940870
Address
332 MINNESOTA STREET, SUITE W2000 · SAINT PAUL, MN · 55101
Phone
(651) 227-7773
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $3K | — |
Investments
29 direct securities· $58.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | — | — | — | $8.7M | 14.7% | |
| American Funds Target Date Retirement 2050 | — | — | — | $7.4M | 12.4% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $5.1M | 8.5% | |
| American Funds Balanced Fund | — | — | — | $4.0M | 6.8% | |
| American Funds Target Date Retirement 2045 | — | — | — | $4.0M | 6.7% | |
| American Funds AMCAP Fund | — | — | — | $3.1M | 5.2% | |
| American Funds Capital World Growth & Income Fund | — | — | — | $2.9M | 4.8% | |
| American Funds Europacific Growth Fund | — | — | — | $2.1M | 3.5% | |
| John Hancock Bond Fund | — | — | — | $2.0M | 3.3% | |
| Fidelity Advisor Stock Selector Mid Cap Fund | — | — | — | $1.9M | 3.2% | |
| Macquaire Small Cap Value Fund | — | — | — | $1.8M | 3.1% | |
| Eaton Vance Worldwide Health Sciences Fund | — | — | — | $1.5M | 2.6% | |
| Fidelity Advisor Small Cap Growth | — | — | — | $1.5M | 2.4% | |
| Macquaire Mid Cap Growth | — | — | — | $1.4M | 2.4% | |
| American Funds New World Fund | — | — | — | $1.4M | 2.4% | |
| American Funds Target Date Retirement 2040 | — | — | — | $1.2M | 2.1% | |
| American Funds Money Market Mutual Fund | — | — | — | $1.1M | 1.8% | |
| Franklin DynaTech Fund | — | — | — | $1.0M | 1.7% | |
| American Funds Target Date Retirement 2030 | — | — | — | $1.0M | 1.7% | |
| Victory Sycamore Established Value | — | — | — | $963K | 1.6% | |
| American Funds Target Date Retirement 2010 | — | — | — | $712K | 1.2% | |
| American Funds Target Date Retirement 2025 | — | — | — | $707K | 1.2% | |
| Invesco Real Estate Fund | — | — | — | $661K | 1.1% | |
| Fidelity Advisor Financial Service | — | — | — | $615K | 1.0% | |
| American Funds Target Date Retirement 2035 | — | — | — | $502K | 0.8% | |
| American Funds US Government Securities Fund | — | — | — | $495K | 0.8% | |
| American Funds Target Date Retirement 2020 | — | — | — | $396K | 0.7% | |
| American Funds Target Date Retirement 2015 | — | — | — | $235K | 0.4% | |
| Participants Participant Loans Interest at 4.25% - 9.25% - | — | — | — | $90K | 0.2% |
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