· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIEBEN WEALTH PLANNING, LLC — SWP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250903132010NAL0015234625001
SIEBEN WEALTH PLANNING, LLC
Form 5500-SF
FILING_RECEIVED
SWP 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
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
SIEBEN WEALTH PLANNING, LLC
.
Find decision makers
Plan sponsor
Name
SIEBEN WEALTH PLANNING, LLC
EIN
87-2425159
Address
4208 OAKDALE AVENUE SOUTH · EDINA, MN · 55416
Phone
(651) 343-1143
Industry
Finance & Insurance
see 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
2025-09-03
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PORTICO WEALTH ADVISORS, LLC
PORTICO WEALTH ADVISORS 401(K) PLAN
$1.1M · 4 participants
WINTERHALTER WEALTH MANAGEMENT
WINTERHALTER WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 2 participants
EPOCH CAPITAL US LLC
EPOCH CAPITAL US 401(K) PLAN
$1.1M · 12 participants
IADVISE PARTNERS LLC
IADVISE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 2 participants
TOPTURN CAPITAL, LLC
TOPTURN CAPTIAL, LLC 401(K) PROFIT SHARING 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.
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.
$1.1M · 4 participants
ABSOLUTE WEALTH ADVISORS, INC.
ABSOLUTE WEALTH ADVISORS INC., 401(K) PLAN
$1.1M · 9 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
