How big is Tollefson's Retail Group's plan?

Tollefson's Retail Group's plan reported $8.9M in assets and 99 participants for 2024.

Original filing (PDF)20260317154345NAL0003727136001

Tollefson's Retail Group

Name: Tollefson's Retail Group — Tollefson's Retail Group, Form 5500 (2024)
Creator: Tollefson's Retail Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tollefson's Retail Group 401(k) PS Plan

401(k) retirement plan · Tollefson's Retail Group's Tollefson's Retail Group 401(k) PS Plan held $8.9M in plan assets for 99 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Tasha Nelson signed Tollefson's Retail Group's 2024 Form 5500 as plan administrator.

Tasha Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tollefson's Retail Group's EIN is 45-0318521.

EIN 45-0318521

Plan number 001

Plan year 2024

ACK ID 20260317154345NAL0003727136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tollefson's Retail Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tollefson's Retail Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOLLEFSON'S RETAIL GROUP.

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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