· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AO1 HOLDINGS, INC — AO1 HOLDINGS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421220127NAL0003600801036
AO1 HOLDINGS, INC
Form 5500-SF
FILING_RECEIVED
AO1 HOLDINGS 401(K) PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
72
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AO1 HOLDINGS, INC
.
Find decision makers
Plan sponsor
Name
AO1 HOLDINGS, INC
EIN
84-2040453
Address
200 SOUTHDALE CTR · EDINA, MN · 55435
Phone
(612) 509-9961
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
LIGHTING SERVICES, INC.
LIGHTING SERVICES, INC. 401(K) PLAN
$1.1M · 26 participants
BEWTRA & ASSOCIATES, LLC
BEWTRA & ASSOCIATES, LLC 401(K) PLAN
$1.1M · 1 participants
GRAND BLANC INDUSTRIES, INC.
GRAND BLANC INDUSTRIES, INC. 401(K) PLAN
$1.1M · 4 participants
RIDGE OAK MANAGEMENT INC
RIDGE OAK MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 1 participants
MTECH MOBILITY LLC
MTECH MOBILITY LLC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 57 participants
SUMMIT PENSION CONSULTANTS, LTD.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN
$1.1M · 1 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
