· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PSC FINANCIAL, LLC — PSC FINANCIAL, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002093439NAL0000245729001
PSC FINANCIAL, LLC
Form 5500-SF
FILING_RECEIVED
PSC FINANCIAL, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
PSC FINANCIAL, LLC
.
Find decision makers
Plan sponsor
Name
PSC FINANCIAL, LLC
EIN
46-5267307
Address
7900 INTERNATIONAL DRIVE, STE 1075 · BLOOMINGTON, MN · 55425
Phone
(952) 412-3108
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 providers
Related plans
Similar-size Finance & Insurance plans
HIGHLAND FINANCIAL ADVISORS, LLC
HIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN
$3.0M · 12 participants
FUTURE BENEFITS CORPORATION
FUTURE BENEFITS CORPORATION 401(K) PROFIT SHARING PLAN
$3.0M · 6 participants
GS GAMMA MANAGEMENT, LLC
GS GAMMA MANAGEMENT, LLC 401K PROFIT SHARING PLAN
$3.0M · 4 participants
FERGUSON, MULLIGAN & POET, LLC
FERGUSON, MULLIGAN & POET 401(K) RETIREMENT PLAN
$3.0M · 5 participants
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES, LLC
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.
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN
$3.0M · 11 participants
KOHLHEPP INVESTMENT ADVISORS, LTD.
KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN
$3.0M · 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