· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ERSTAD & RIEMER, P.A. — ERSTAD & RIEMER, P.A. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625111628NAL0011446304001
ERSTAD & RIEMER, P.A.
Form 5500-SF
FILING_RECEIVED
ERSTAD & RIEMER, P.A. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
35
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
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
ERSTAD & RIEMER, P.A.
.
Find decision makers
Plan sponsor
Name
ERSTAD & RIEMER, P.A.
EIN
41-1673278
Address
7301 OHMS LANE, SUITE 400 · MINNEAPOLIS, MN · 55439
Phone
(952) 896-3700
Industry
Law 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
2025-06-25
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 Law Offices plans
LAIRD LAW FIRM PLC
LAIRD LAW FIRM PLC PROFIT SHARING PLAN
$11.4M · 27 participants
THE TOWNSLEY LAW FIRM
THE TOWNSLEY LAW FIRM PROFIT SHARING PLAN
$11.4M · 31 participants
FENIGSTEIN & KAUFMAN, A PROFESSIONAL CORPORATION
FENIGSTEIN & KAUFMAN, A PROFESSIONAL CORPORATION RETIREMENT SAVINGS PLAN
$11.4M · 10 participants
ABRAMSON, BROWN & DUGAN
ABRAMSON, BROWN & DUGAN 401(K) RETIREMENT PLAN
$11.4M · 16 participants
HINSHAW & CULBERTSON LLP
HINSHAW & CULBERTSON LLP PARTNERS CASH BALANCE PENSION PLAN
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.
$11.4M · 84 participants
WELLS ST. JOHN P.S.
WELLS ST. JOHN P.S. PROFIT SHARING PLAN
$11.4M · 16 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
