Original filing (PDF)20251015153408NAL0006626624001

COLEMAN & ERICKSON, LLC

Name: COLEMAN & ERICKSON, LLC — COLEMAN & ERICKSON 401(K) PLAN, Form 5500 (2024)
Creator: COLEMAN & ERICKSON, LLC

Form 5500-SF

FILING_RECEIVED

COLEMAN & ERICKSON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN & ERICKSON, LLC.

Plan sponsor

Name

COLEMAN & ERICKSON, LLC

EIN

46-1528281all filings

Address

10400 VIKING DRIVE, SUITE 110 · EDEN PRAIRIE, MN · 55344

Phone

(612) 801-4000

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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