Back to filter
Original filing (PDF)20251023144614NAL0002168833001
NORHART INC.
Form 5500
FILING_RECEIVED
NORHART 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
150
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
23 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 (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORHART INC..
Plan sponsor
Name
NORHART INC.
EIN
87-0938512
Address
1081 4TH STREET SW · APT 400 · FOREST LAKE, MN · 55025
Phone
(651) 347-7920
Industry
Constructionsee 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
2025-10-23
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
23 direct securities· $1.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $197K | 15.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $181K | 13.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $171K | 13.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $128K | 9.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $117K | 9.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $117K | 9.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $75K | 5.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $54K | 4.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $51K | 3.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $40K | 3.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $37K | 2.9% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $36K | 2.8% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $16K | 1.2% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $12K | 0.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $11K | 0.9% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $9K | 0.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $8K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $3K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $2K | 0.2% | |
| Vanguard Large Cap Index Inv Vanguard 0 953 Vanguard Mid-Cap Growth Inv Vanguard 0 | — | — | — | $2K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $2K | 0.1% | |
| Vanguard Health Care Inv Vanguard 0 | — | — | — | $1K | 0.1% | |
| Vanguard Energy Inv Vanguard 0 | — | — | — | $1K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Construction plans
GLAGJR, LLC
GEORGE LAGONIA JR. AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 30 participants
SMITHOUSE
SMITHOUSE 401(K) PLAN
$1.3M · 39 participants
BLOX CONSTRUCTION, INC.
BLOX CONSTRUCTION, INC. 401(K) PLAN
$1.3M · 19 participants
PATHWAY ELECTRIC INC
PATHWAY ELECTRIC INC 401K PROFIT SHARING PLAN AND TRUST
$1.3M · 37 participants
BOSQUE ENTERPRISES, INC.
BOSQUE ENTERPRISES, INC 401(K) PLAN
$1.3M · 53 participants
THE KINGSTON GROUP, LLC
TKG 401(K) PLAN
$1.3M · 10 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