How big is Mount & Borresen, Ltd.'s plan?

Mount & Borresen, Ltd.'s plan reported $3.6M in assets and 1 participants for 2024.

Original filing (PDF)20250730093212NAL0006267008001

Mount & Borresen, Ltd.

Name: Mount & Borresen, Ltd. — Mount and Borresen, Ltd., Form 5500 (2024)
Creator: Mount & Borresen, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mount and Borresen, Ltd. Retirement Plan

401(k) retirement plan · Mount & Borresen, Ltd.'s Mount and Borresen, Ltd. Retirement Plan held $3.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Paul G Mount signed Mount & Borresen, Ltd.'s 2024 Form 5500 as plan administrator.

Paul G Mount — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mount & Borresen, Ltd.'s EIN is 41-1356054.

EIN 41-1356054

Plan number 001

Plan year 2024

ACK ID 20250730093212NAL0006267008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mount & Borresen, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mount & Borresen, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNT & BORRESEN, LTD..

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

MOUNT & BORRESEN, LTD.

EIN

all filings

Address

7325 WEST 112TH STREET · BLOOMINGTON, MN · 55438

Phone

(612) 750-3708

Industry

CPA Offices· Professional & Technical Services

Plan administrator