Back to filter
Original filing (PDF)20250310143511NAL0016282225001
KLEIN MCCARTHY & CO., LTD. ARCHITECTS
Form 5500-SF
FILING_RECEIVED
KLEIN MCCARTHY ARCHITECTS 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLEIN MCCARTHY & CO., LTD. ARCHITECTS.
Plan sponsor
Name
KLEIN MCCARTHY & CO., LTD. ARCHITECTS
EIN
41-1302960
Address
6465 WAYZATA BOULEVARD #410 · ST. LOUIS PARK, MN · 55426
Phone
(952) 908-9990
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-10
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
PORTUONDO PEROTTI ARCHITECTS, INC.
PORTUONDO PEROTTI 401(K) PLAN
$1.7M · 16 participants
ORB ARCHITECTURE, LLC
ORB ARCHITECTURE, LLC 401(K) PROFIT SHARING PLAN
$1.7M · 18 participants
HOUSE PLAN ZONE, LLC
HOUSE PLAN ZONE, LLC 401(K) PLAN
$1.7M · 12 participants
MITCHELL STUDIO, L.L.C.
MITCHELL STUDIO, LLC 401(K) PLAN
$1.7M · 7 participants
BANTA CAMPBELL ARCHITECTS, INC.
BANTA CAMPBELL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 4 participants
ROBERT W, ADLER & ASSOCIATES, P.A.
ROBERT W. ADLER & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
$1.7M · 11 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