Back to filter
Original filing (PDF)20250210131914NAL0031628128001
CORE PROFESSIONAL SERVICES, PA
Form 5500-SF
FILING_RECEIVED
CORE PROFESSIONAL SERVICES, PA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
43
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE PROFESSIONAL SERVICES, PA.
Plan sponsor
Name
CORE PROFESSIONAL SERVICES, PA
EIN
45-0475499
Address
617 OAK STREET · BRAINERD, MN · 56401
Phone
(218) 829-7140
Industry
All Other Professional Services· 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
2025-02-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size All Other Professional Services plans
KAUFFMAN & ASSOCIATES, INC.
KAUFFMAN & ASSOCIATES, INC. 401(K) PLAN
$3.9M · 70 participants
ADMAIL WEST, INC.
ADMAIL WEST, INC. 401K PLAN
$3.9M · 85 participants
REVENEER, INC.
REVENEER, INC. 401(K) PLAN
$3.9M · 103 participants
PEREGRINE ECONOMICS LLC
PEREGRINE ECONOMICS LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.9M · 25 participants
BRAVO COMPANY USA, INC.
BRAVO COMPANY RETIREMENT PLAN
$3.9M · 72 participants
SALES ENGINE, INC.
SALES ENGINE, INC. CASH BALANCE PENSION PLAN & TRUST
$3.9M · 2 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