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LEE CARLSON CENTER FOR MENTAL HEALTH AND WELL-BEING — 403(B) THRIFT PLAN OF LEE CARLSON CENTER FOR MENTAL HEALTH AND WELL-BEING, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260303134242NAL0003261616001
LEE CARLSON CENTER FOR MENTAL HEALTH AND WELL-BEING
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF LEE CARLSON CENTER FOR MENTAL HEALTH AND WELL-BEING
Defined-contribution retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
13
Accounts w/ balance
110
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
85
/ 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
86
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
LEE CARLSON CENTER FOR MENTAL HEALTH AND WELL-BEING
.
Find decision makers
Plan sponsor
Name
LEE CARLSON CENTER FOR MENTAL HEALTH AND WELL-BEING
EIN
41-1354967
Address
7954 UNIVERSITY AVE NE · FRIDLEY, MN · 554321860
Phone
(763) 780-3036
Industry
Health Care & Social Assistance
see 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
2026-03-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
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 providers
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100
Knocking points off
Filed 3.6 months past the 10.5-month grace window.
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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