· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEIDL-BENZINGER & ASSOCIATES, LLC — STEIDL-BENZINGER & ASSOCIATES, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723112932NAL0008491986001
STEIDL-BENZINGER & ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
STEIDL-BENZINGER & ASSOCIATES, LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
STEIDL-BENZINGER & ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
STEIDL-BENZINGER & ASSOCIATES, LLC
EIN
41-1987777
Address
817 BROADWAY, SUITE 2 · ALEXANDRIA, MN · 56308
Phone
(320) 762-8141
Industry
Finance & Insurance
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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CLEAN ENERGY VENTURE MANAGEMENT, LLC
CLEAN ENERGY VENTURE MANAGEMENT, LLC 401K PLAN
$1.8M · 14 participants
BOLD MANAGEMENT PARTNERS, LLC
BOLD MANAGEMENT PARTNERS PROFIT SHARING PLAN
$1.8M · 7 participants
KOLB GROUP, LLC
KOLB GROUP, LLC 401(K) SAVINGS PLAN & TRUST
$1.8M · 44 participants
VERSTEGEN WEALTH MANAGEMENT, LLC
VERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN
$1.8M · 7 participants
BALL & COMPANY WEALTH MANAGEMENT, INC.
BALL & COMPANY 401(K) 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 4 participants
STRONG FINANCIAL NETWORK LLC
STRONG FINANCIAL NETWORK 401(K) PLAN
$1.8M · 6 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
