· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JNBA FINANCIAL ADVISORS, LLC — JNBA CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250911165518NAL0001732994001
JNBA FINANCIAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
JNBA CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
34
Accounts w/ balance
—
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
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
JNBA FINANCIAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
JNBA FINANCIAL ADVISORS, LLC
EIN
86-1279106
Address
8500 NORMANDALE LAKE BLVD · SUITE 450 · MINNEAPOLIS, MN · 55437
Phone
(952) 844-0995
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 providers
Related plans
Similar-size Finance & Insurance plans
STACEY BRAUN ASSOCIATES INC
STACEY BRAUN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
$6.4M · 17 participants
EDGEMONT CAPITAL PARTNERS, LP
EDGEMONT CAPITAL PROFIT SHARING PLAN
$6.4M · 32 participants
NORTH CENTRAL EQUITY LLC
NORTH CENTRAL EQUITY LLC 401(K) PLAN
$6.4M · 419 participants
VOYAGE FINANCIAL GROUP, LLC
VOYAGE FINANCIAL GROUP, LLC 401(K) PLAN
$6.4M · 12 participants
ATLAS MERCHANT CAPITAL LLC
ATLAS MERCHANT CAPITAL LLC 401(K) PLAN
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.
$6.4M · 16 participants
SPC FINANCIAL, INC.
SPC FINANCIAL 401(K) PLAN
$6.4M · 34 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
