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SHAKOPEE-CHEV-OLDS-PONT — SHAKOPEE/WAYZATA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250603063404NAL0018054688001
SHAKOPEE-CHEV-OLDS-PONT
Form 5500-SF
FILING_RECEIVED
SHAKOPEE/WAYZATA 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
23
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
84
/ 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
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
SHAKOPEE-CHEV-OLDS-PONT
.
Find decision makers
Plan sponsor
Name
SHAKOPEE-CHEV-OLDS-PONT
EIN
41-1708467
Address
1206 E. FIRST AVE · SHAKOPEE, MN · 55379
Phone
(612) 382-4446
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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A-AMERICAN CUSTOM FLOORING, INC. 401(K) PLAN
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$3.0M · 26 participants
ED SCHORY & SON COMPANY
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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.
ED SCHORY & SON COMPANY 401(K) PROFIT SHARING PLAN
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