Original filing (PDF)20260528151308NAL0008923203001

Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A.

Name: Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A. — Form 5500 Plan 001 (2025)
Creator: Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A. Retirement Plan

401(k) retirement plan · Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A.'s Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A. Retirement Plan covered 44 participants in 2025.

Active participants

Accounts w/ balance

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEACOX, HARTMAN, KOSHMRL, COSGRIFF & JOHNSON, P.A..

Plan sponsor

Name

HEACOX, HARTMAN, KOSHMRL, COSGRIFF & JOHNSON, P.A.

EIN

41-1837589all filings

Address

550 HAMM BUILDING · 408 SAINT PETER STREET · ST. PAUL, MN · 55102

Phone

(651) 222-2922

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-28

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $30K

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.