BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
76
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUSINESS & ESTATE ADVISERS, INC..
Plan sponsor
Name
BUSINESS & ESTATE ADVISERS, INC.
EIN
41-1308328
Address
282 EAST WAYZATA BLVD · WAYZATA, MN · 55391
Phone
(952) 475-0440
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
