· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BIALKE FINANCIAL PARTNERS, LLC — BIALKE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414105721NAL0002967728001
BIALKE FINANCIAL PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
BIALKE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
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
BIALKE FINANCIAL PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
BIALKE FINANCIAL PARTNERS, LLC
EIN
41-0977438
Address
225 1ST STREET NORTH · SUITE 2100 · VIRGINIA, MN · 55792
Phone
(218) 749-1730
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MLG WEALTH MANAGEMENT
PINE GROVE FINANCIAL GROUP 401K PLAN
$2.5M · 16 participants
JADE MOUNTAIN PARTNERS, LLC
JADE MOUNTAIN PARTNERS 401(K) PLAN
$2.5M · 16 participants
HLM CAPITAL, LLC
HLM CAPITAL CASH BALANCE PLAN
$2.5M · 9 participants
LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC
LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON 401(K) PLAN
$2.5M · 4 participants
CLAREMONT FINANCIAL GROUP, INC.
CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING 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.
$2.5M · 4 participants
TRUE GRITT, LTD
TRUE GRITT, LTD 401K PLAN
$2.5M · 37 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
