· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FERGUSON-KELLER ASSOCIATES, INC. — FERGUSON-KELLER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251201112720NAL0015485600001
FERGUSON-KELLER ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
FERGUSON-KELLER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
FERGUSON-KELLER ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
FERGUSON-KELLER ASSOCIATES, INC.
EIN
41-0976034
Address
230 CAPITAL DRIVE NE · SUITE 500 · BUFFALO, MN · 553132460
Phone
(763) 682-2450
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-12-01
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
MGE WHOLESALE, INC.
MGE EMPLOYEE 401(K) PLAN
$2.6M · 47 participants
GOLF CONCEPTS, INC
GOLF CONCEPTS, INC 401(K) PLAN
$2.5M · 10 participants
SPORTSART AMERICA
SPORTSART AMERICA 401(K) PLAN
$2.5M · 32 participants
JRS VENTURES, INC.
JRS VENTURES, INC. 401(K) PLAN
$2.5M · 12 participants
WOLF TOOTH COMPONENTS
WOLF TOOTH COMPONENTS 401(K) PLAN
$2.6M · 66 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FINIS, INC.
FINIS, INC. 401(K) PLAN
$2.6M · 25 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
