Back to filter
Original filing (PDF)20250609105529NAL0014133345001
ROBERT PERRY
Form 5500-SF
FILING_RECEIVED
MBE IN PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
16
Accounts w/ balance
19
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT PERRY.
Plan sponsor
Name
ROBERT PERRY
EIN
41-1475115
Address
530 RIVER STREET SOUTH · DELANO, MN · 55328
Phone
(763) 972-2933
Industry
Constructionsee 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
2025-06-09
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
Similar-size Construction plans
A. GOVONI BACKHOE SERVICE, INC.
A. GOVONI BACKHOE SERVICE, INC. RETIREMENT PLAN
$1.8M · 10 participants
GSB CONTRACTORS, INC.
GSB CONTRACTORS, INC. PROFIT SHARING PLAN & TRUST
$1.8M · 15 participants
WALTERS EXCAVATING, INC.
WALTERS EXCAVATING, INC. 401(K) PLAN
$1.8M · 17 participants
CJR CONTRACTORS, INC.
CJR CONTRACTORS, INC. 401K PLAN
$1.8M · 58 participants
HANDY-PROS, INC.
HANDY-PROS, INC. CASH BALANCE PLAN
$1.8M · 9 participants
URBAN RENOVATION AND CONSTRUCTION WEST, INC. DBA URC WEST, INC.
URBAN RENOVATION & CONSTRUCTION, INC. 401(K) PLAN
$1.8M · 52 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