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FAMILYWISE SERVICES — 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILYWISE SERVICES, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930102514NAL0005437523001
FAMILYWISE SERVICES
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILYWISE SERVICES
403(b) retirement plan
Active participants
68
Accounts w/ balance
66
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
FAMILYWISE SERVICES
.
Find decision makers
Plan sponsor
Name
FAMILYWISE SERVICES
EIN
41-1343909
Address
3036 UNIVERSITY AVE SE · MINNEAPOLIS, MN · 554143342
Phone
(612) 617-0191
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providers
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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.
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