How big is Running Wealth Management Group MN, Inc.'s plan?

Running Wealth Management Group MN, Inc.'s plan reported $572K in assets and 15 participants for 2024.

Original filing (PDF)20250710085250NAL0003934371001

Running Wealth Management Group MN, Inc.

Name: Running Wealth Management Group MN, Inc. — Form 5500 Plan 002 (2024)
Creator: Running Wealth Management Group MN, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Running Wealth Management Group MN 401(k) Plan

401(k) retirement plan · Running Wealth Management Group MN, Inc.'s Running Wealth Management Group MN 401(k) Plan held $572K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$550K

Plan identifiers

Running Wealth Management Group MN, Inc.'s EIN is 47-2786157.

EIN 47-2786157

Plan number 002

Plan year 2024

ACK ID 20250710085250NAL0003934371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Running Wealth Management Group MN, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Running Wealth Management Group MN, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUNNING WEALTH MANAGEMENT GROUP MN, INC..

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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 (85th percentile).

Plan sponsor

Name

RUNNING WEALTH MANAGEMENT GROUP MN, INC.

EIN

all filings

Address

7820 TERREY PINES COURT #200 · EDEN PRAIRIE, MN · 55347

Phone

(952) 843-4944

Industry

Finance & Insurance

Plan administrator