Original filing (PDF)20250902102144NAL0014149697001

MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A.

Name: MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A. — MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A.

Form 5500

FILING_RECEIVED

MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

113

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A..

Plan sponsor

Name

MAHONEY, ULBRICH, CHRISTIANSEN & RUSS, P.A.

DBA

MAHONEY

EIN

41-1647057all filings

Address

10 RIVER PARK PLAZA, SUITE 800 · SAINT PAUL, MN · 55107

Phone

(651) 227-6695

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-09-02

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)

No Schedule C providers reported

Investments

1 pooled fund· $874K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.