· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MEYER, SCHERER & ROCKCASTLE, LTD. — MEYER, SCHERER & ROCKCASTLE, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251106175408NAL0009643905001
MEYER, SCHERER & ROCKCASTLE, LTD.
Form 5500-SF
FILING_RECEIVED
MEYER, SCHERER & ROCKCASTLE, LTD. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
69
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
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
MEYER, SCHERER & ROCKCASTLE, LTD.
.
Find decision makers
Plan sponsor
Name
MEYER, SCHERER & ROCKCASTLE, LTD.
EIN
41-1408672
Address
510 MARQUETTE AVE S, STE 200 · MINNEAPOLIS, MN · 55402
Phone
(612) 375-0336
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-11-06
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
KLAI JUBA WALD
KLAI JUBA WALD 401(K) PROFIT SHARING PLAN & TRUST
$12.3M · 77 participants
ARCHITECTURAL RESOURCES GROUP, INC.
ARCHITECTURAL RESOURCES GROUP, INC 401(K) PLAN
$12.3M · 54 participants
JERDE PARTNERSHIP, INC
JERDE PARTNERSHIP, INC. 401(K) PLAN
$12.3M · 31 participants
JKR PARTNERS LLC
JKR PARTNERS LLC PLAN
$12.3M · 51 participants
HELLER MANUS, INC.
HELLER MANUS, INC. 401(K) PLAN
$12.3M · 14 participants
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.
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.
CTA ARCHITECTS P.C.
CTA ARCHITECTS P.C. 401(K) PROFIT SHARING PLAN
$12.3M · 64 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
