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Original filing (PDF)20250905122905NAL0010585491001
LARKIN HOFFMAN DALY & LINDGREN LTD
Form 5500
FILING_RECEIVED
LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
204
Plan assets (EOY)
$97.0M
Net assets (EOY)
$97.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
22 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARKIN HOFFMAN DALY & LINDGREN LTD.
Plan sponsor
Name
LARKIN HOFFMAN DALY & LINDGREN LTD
EIN
41-0953357
Address
8300 NORMAN CENTER DRIVE · SUITE 1000 · MINNEAPOLIS, MN · 55437
Phone
(952) 835-3800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-09-05
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-0953357 | — | INVESTMENT ADVISORY | $12K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | INVESTMENT ADVISORY | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS CORP | 41-1838186 | — | INV ADV, PARTICIPANTS | $33K | — |
Investments
22 direct securities · 4 pooled funds· $138.8M(100% 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.
Uncategorized
$97.6M
22 holdings
Common Collective Trust
$41.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $19.3M | 19.9% | |
| Principal/BlackRock S&P 500 Index CIT N Fund Common/Collective Trust Fund | — | — | — | $18.4M | 19.0% | |
| Self Directed Accounts Self-Directed Brokerage Accounts | — | — | — | $10.2M | 10.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $9.9M | 10.2% | |
| T Rowe Price Growth Stock Fund Inc Mutual Fund | — | — | — | $9.6M | 9.9% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $9.5M | 9.8% | |
| Galliard Stable Return PN Common/Collective Trust Fund | — | — | — | $9.3M | 9.6% | |
| Principal/MFS Value CIT N Fund Common/Collective Trust Fund | — | — | — | $9.1M | 9.3% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $8.9M | 9.2% | |
| JPMorgan Small Cap Equity R5 Mutual Fund | — | — | — | $8.0M | 8.3% | |
| Metropolitan West Total Return Bond I Mutual Fund | — | — | — | $5.5M | 5.7% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $4.5M | 4.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $3.1M | 3.2% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.5% | |
| Conservative Model Portfolio Common/Collective Trust Fund | — | — | — | $1.9M | 1.9% | |
| U.S. Aggregate Bond Index CIT N Fund Common/Collective Trust Fund | — | — | — | $1.6M | 1.7% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $1.6M | 1.7% | |
| Moderately Aggressive Model Portfolio Common/Collective Trust Fund | — | — | — | $1.6M | 1.6% | |
| Aggressive Model Portfolio Common/Collective Trust Fund | — | — | — | $911K | 0.9% | |
| Columbia Small Cap Index Inst 2 Mutual Fund | — | — | — | $857K | 0.9% | |
| Moderately Conservative Model Portfolio Common/Collective Trust Fund | — | — | — | $736K | 0.8% | |
| Moderate Model Portfolio Common/Collective Trust Fund | — | — | — | $659K | 0.7% | |
| MFS Blended Research Mid Cap Equity Fund Mutual Fund | — | — | — | $537K | 0.6% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $0 | — | — | — | $365K | 0.4% | |
| (E) | — | — | — | $92K | <0.1% | |
| (E) | — | — | $2K | $81K | <0.1% |
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