· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SCHLENNER WENNER & CO. — SCHLENNER WENNER & CO. PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714143009NAL0001156737001
SCHLENNER WENNER & CO.
Form 5500-SF
FILING_RECEIVED
SCHLENNER WENNER & CO. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
103
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
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
SCHLENNER WENNER & CO.
.
Find decision makers
Plan sponsor
Name
SCHLENNER WENNER & CO.
EIN
41-1656121
Address
630 ROOSEVELT ROAD SUITE 201 · ST CLOUD, MN · 56301
Phone
(320) 251-0286
Industry
CPA Offices
· Professional & Technical Services
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
2025-07-14
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
LINDBURG VOGEL PIERCE FARIS CHARTERED
LINDBURG VOGEL PIERCE FARIS, CHARTERED 401(K) PLAN
$14.4M · 43 participants
MEYERS BROTHERS KALICKA, P.C.
MEYERS BROTHERS KALICKA, P.C. 401(K) PLAN
$14.4M · 63 participants
JONES, SCHILLER & LITTMAN LLP
JONES, SCHILLER & LITTMAN LLP RETIREMENT PLAN
$14.4M · 13 participants
WAYNE LONG & CO.
WAYNE LONG & CO. 401(K) AND PROFIT SHARING PLAN
$14.5M · 31 participants
C H M S, P.C.
CHMS PROFIT SHARING PLAN & TRUST
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.
$14.4M · 36 participants
CONDLEY AND COMPANY, LLP
CONDLEY AND COMPANY 401(K) PROFIT SHARING PLAN
$14.5M · 93 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
