Original filing (PDF)20250429101018NAL0000381857001

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A

Name: SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A — SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A

Form 5500-SF

FILING_RECEIVED

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A.

Plan sponsor

Name

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A

EIN

41-0982361

Address

710 BROADWAY · ALEXANDRIA, MN · 56308

Phone

(320) 763-3141

Industry

Law Offices· Professional & Technical Servicessee 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

2025-04-29

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 Law Offices plans

BRADY & DONAHUE PC

$4.8M · 5 participants

MEHRI & SKALET

MEHRI & SKALET 401(K) PLAN

$4.8M · 16 participants

SCHUBERT, GALLAGHER, TYLER & MULCAHEY, P.C.

SCHUBERT, GALLAGHER, TYLER & MULCAHEY 401(K) PLAN

$4.8M · 11 participants

MANLEY, DEAS & KOCHALSKI, LLC

MANLEY, DEAS & KOCHALSKI, LLC CASH BALANCE PLAN

$4.8M · 83 participants

GORDON, FOURNARIS & MAMMARELLA, P.A.

GORDON, FOURNARIS & MAMMARELLA, P.A. CASH BALANCE PLAN