Original filing (PDF)20251008151507NAL0003103299003

MOHRMAN KAARDAL & ERICKSON PA

Name: MOHRMAN KAARDAL & ERICKSON PA — MOHRMAN & KAARDAL PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOHRMAN KAARDAL & ERICKSON PA

Form 5500-SF

FILING_RECEIVED

MOHRMAN & KAARDAL PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOHRMAN KAARDAL & ERICKSON PA.

Plan sponsor

Name

MOHRMAN KAARDAL & ERICKSON PA

EIN

41-1903593

Address

150 S 5TH STREET SUITE 3100 · MINNEAPOLIS, MN · 55402

Phone

(612) 341-1074

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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