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Original filing (PDF)20251113092211NAL0001973728001
WEALTH ENHANCEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
WEALTH ENHANCEMENT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,581
Accounts w/ balance
1,656
Plan assets (EOY)
$198.6M
Net assets (EOY)
$198.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEALTH ENHANCEMENT GROUP, LLC.
Plan sponsor
Name
WEALTH ENHANCEMENT GROUP, LLC
EIN
75-3100788
Address
505 HIGHWAY 169 N STE 900 · PLYMOUTH, MN · 55441
Phone
(763) 417-1700
Industry
Finance & Insurancesee 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
2025-11-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $34K | — |
Investments
32 direct securities · 2 pooled funds· $193.1M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$187.0M
31 holdings
Mutual Funds
$4.7M
1 holding
Common Collective Trust
$1.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $41.5M | 20.9% | |
| Self-Directed BrokerageLink Self-Directed Brokerage Account | — | — | — | $23.7M | 12.0% | |
| Vanguard Growth Index Admiral | — | — | — | $12.3M | 6.2% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $10.9M | 5.5% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $7.2M | 3.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $7.1M | 3.6% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $6.9M | 3.5% | |
| Fidelity Small Cap Index | — | — | — | $6.8M | 3.4% | |
| Vanguard Equity Income Admiral | — | — | — | $6.3M | 3.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $5.5M | 2.8% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $5.4M | 2.7% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $5.4M | 2.7% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $5.3M | 2.7% | |
| Vanguard Value Index Admiral | — | — | — | $5.1M | 2.6% | |
| Vanguard Emerging Markets Index Fund Admiral | — | — | — | $4.8M | 2.4% | |
| Fidelity Government Money Market K6 | — | — | — | $4.8M | 2.4% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $4.7M | 2.4% | |
| Guggenheim Total Return Bond Fund Class R6 | Mutual Funds | — | — | $4.7M | 2.3% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $4.4M | 2.2% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $3.5M | 1.7% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $3.2M | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $3.1M | 1.6% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $2.3M | 1.1% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $1.9M | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| Vanguard Inter-Term Treasury Index Admiral | — | — | — | $1.4M | 0.7% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $1.4M | 0.7% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $1.0M | 0.5% | |
| Vanguard Balanced Index Admiral | — | — | — | $670K | 0.3% | |
| Fidelity Freedom Index 2015 IPR | — | — | — | $202K | 0.1% | |
| Fidelity Index Income Fund | — | — | — | $81K | <0.1% | |
| Fidelity Freedom Index 2010 IPR | — | — | — | $53K | <0.1% | |
| Money Market Funds * Fidelity Government Money Market | — | — | — | $28K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $0 | <0.1% |
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