Original filing (PDF)20241014163312NAL0026721985001

MINOT CAPITAL LP

Name: MINOT CAPITAL LP — MINOT CAPITAL 401(K) PLAN, Form 5500 (2023)
Creator: MINOT CAPITAL LP

Form 5500-SF

FILING_RECEIVED

MINOT CAPITAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINOT CAPITAL LP.

Plan sponsor

Name

MINOT CAPITAL LP

EIN

47-0917071

Address

3303 W 144TH AVE - SUITE 201 · BROOMFIELD, CO · 80023

Phone

(303) 449-7236

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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