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MINNESOTA ASSISTANCE COUNCIL FOR VETERANS — 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA ASSISTANCE COUNCIL FOR VETERANS, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240909110931NAL0005402401001
MINNESOTA ASSISTANCE COUNCIL FOR VETERANS
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA ASSISTANCE COUNCIL FOR VETERANS
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
183
Accounts w/ balance
183
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
MINNESOTA ASSISTANCE COUNCIL FOR VETERANS
.
Find decision makers
Plan sponsor
Name
MINNESOTA ASSISTANCE COUNCIL FOR VETERANS
EIN
41-1694717
Address
1000 UNIVERSITY AVE W STE 10 · SAINT PAUL, MN · 551044747
Phone
(651) 291-8756
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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