How big is Minot Capital LP's plan?

Minot Capital LP's plan reported $1.1M in assets and 6 participants for 2023.

Original filing (PDF)20241014163312NAL0026721985001

Minot Capital LP

Name: Minot Capital LP — Minot Capital 401(k) Plan, Form 5500 (2023)
Creator: Minot Capital LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Minot Capital 401(k) Plan

401(k) retirement plan · Minot Capital LP's Minot Capital 401(k) Plan held $1.1M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Minot Capital LP's EIN is 47-0917071.

EIN 47-0917071

Plan number 001

Plan year 2023

ACK ID 20241014163312NAL0026721985001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Minot Capital LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Minot Capital LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

MINOT CAPITAL LP

EIN

all filings

Address

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

Phone

(303) 449-7236

Industry

Finance & Insurance

Plan administrator