· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAUG ENTERPRISES, INC., PART -TIME UNION — HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602100634NAL0006724883001
HAUG ENTERPRISES, INC., PART -TIME UNION
Form 5500-SF
FILING_RECEIVED
HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS
401(k) retirement plan
Active participants
58
Accounts w/ balance
12
Plan assets (EOY)
$752K
Net assets (EOY)
$752K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
HAUG ENTERPRISES, INC., PART -TIME UNION
.
Find decision makers
Plan sponsor
Name
HAUG ENTERPRISES, INC., PART -TIME UNION
EIN
41-0978598
Address
4801 COUNTY ROAD 101 · MINNETONKA, MN · 553452636
Phone
(952) 938-1404
Industry
Supermarkets & Other Grocery Stores
· Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Supermarkets & Other Grocery Stores plans
JBX5, INC. DBA VALLEY SPRINGS GROCERY OUTLET
VSGO 401(K) PLAN
$752K · 26 participants
ORANGE STREET FOOD FARM
ORANGE STREET FOOD FARM PROFIT SHARING AND TRUST
$753K · 35 participants
MEHURON'S MARKET LTD
MEHURON'S MARKET LTD 401K PLAN
$753K · 38 participants
MUSSERS INC.
MUSSERS INC. 401(K) PLAN
$754K · 18 participants
MOSCOW FOOD CO-OP
MOSCOW FOOD CO-OP 401(K) PLAN
$756K · 41 participants
65
Knocking points off
Only 21% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
F.J. BOARMAN & SON INC
BOARMAN'S MEAT MARKET 401K PLAN
$757K · 17 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
