Original filing (PDF)20250620110859NAL0005720880001

SMITH, PAULSON, O'DONNELL & ERICKSON, PLC

Name: SMITH, PAULSON, O'DONNELL & ERICKSON, PLC — 401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC, Form 5500 (2024)
Creator: SMITH, PAULSON, O'DONNELL & ERICKSON, PLC

Form 5500-SF

FILING_RECEIVED

401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH, PAULSON, O'DONNELL & ERICKSON, PLC.

Plan sponsor

Name

SMITH, PAULSON, O'DONNELL & ERICKSON, PLC

EIN

41-1990431all filings

Address

201 WEST 7TH STREET · MONTICELLO, MN · 55362

Phone

(763) 295-2107

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator