Back to filter
Original filing (PDF)20251007134406NAL0011667938001
ROYAL IDEAS, LLC
Form 5500-SF
FILING_RECEIVED
ROYAL IDEAS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
15
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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 ROYAL IDEAS, LLC.
Plan sponsor
Name
ROYAL IDEAS, LLC
EIN
93-4491660
Address
14985 GLAZIER AVENUE, SUITE 501 · APPLE VALLEY, MN · 55124
Phone
(952) 431-6410
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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 providersRelated plans
Similar-size Finance & Insurance plans
PORT ADVISORS, LLC
PORT ADVISORS, LLC 401(K) PLAN
$1.5M · 8 participants
SONENSHINE PARTNERS, LLC
SONENSHINE PARTNERS, LLC 401(K) PLAN
$1.5M · 8 participants
VECTOR WEALTH STRATEGIES, LLC
VECTOR WEALTH STRATEGIES 401(K)PLAN
$1.5M · 11 participants
ARTEMIS TRANSACTION ADVISORS, LLC
ARTEMIS TRANSACTION ADVISORS, LLC RETIREMENT PLAN
$1.5M · 8 participants
CONSTRUCT CAPITAL MANAGEMENT LLC
CONSTRUCT CAPITAL MANAGEMENT LLC 401(K) PLAN
$1.5M · 9 participants
WEALTH MANAGEMENT PARTNERS
WEALTH MANAGEMENT PARTNERS 401K PLAN
$1.5M · 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