Original filing (PDF)20250327114929NAL0026424368001

Conclusn LLC

Name: Conclusn LLC — Conclusn, LLC 401(k) Plan, Form 5500 (2024)
Creator: Conclusn LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conclusn, LLC 401(k) Plan

401(k) retirement plan · Conclusn LLC's Conclusn, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Conclusn LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conclusn LLC's EIN is 81-0945622.

EIN 81-0945622

Plan number 001

Plan year 2024

ACK ID 20250327114929NAL0026424368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conclusn LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conclusn LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCLUSN LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CONCLUSN LLC

EIN

all filings

Address

540 LAKE STREET · EXCELSIOR, MN · 55331

Phone

(952) 232-7980

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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