Back to filter
Original filing (PDF)20250826094326NAL0016861794001
BSV FINANCIAL PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
BSV 401(K)
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BSV FINANCIAL PARTNERS, LLC.
Plan sponsor
Name
BSV FINANCIAL PARTNERS, LLC
EIN
85-3599245
Address
315 MANITOBA AVENUE · WAYZATA, MN · 55391
Phone
(952) 475-8900
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
2025-08-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
GODBY FINANCIAL GROUP
GODBY FINANCIAL GROUP 401(K) PLAN
$2.1M · 4 participants
SMB INVESTMENTS INC DBA INVESTORS RESOURCE
SMB INVESTMENTS DBA INVESTORS RESOURCE 401(K) PLAN
$2.1M · 6 participants
L1827, LLC
L1827, LLC PROFIT SHARING 401(K) PLAN
$2.1M · 21 participants
SPOTLIGHT ADVISORS, LLC
SPOTLIGHT ADVISORS, LLC CASH BALANCE PLAN
$2.1M · 4 participants
RISE48 AM, LLC
RISE48 GROUP 401(K) PLAN
$2.1M · 229 participants
ALCOSTA CAPITAL MANAGEMENT, INC.
ALCOSTA CAPITAL MANAGEMENT, INC. 401(K) PLAN
$2.1M · 2 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